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Aaron Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Aaron Wealth Advisors’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Hold
43,502
– – 0.1% 126
2026
Q1 		$1.85M Sell
43,502
-8,203
-16% -$353K 0.11% 116
2025
Q4 		$2.14M Sell
51,705
-15,856
-23% -$650K 0.12% 118
2025
Q3 		$2.68M Sell
67,561
-5,455
-7% -$210K 0.16% 75
2025
Q2 		$2.77M Sell
73,016
-2,056
-3% -$75.2K 0.28% 53
2025
Q1 		$2.72M Sell
75,072
-7,703
-9% -$281K 0.31% 51
2024
Q4 		$2.88M Buy
82,775
+3,643
+5% +$128K 0.33% 42
2024
Q3 		$2.8M Sell
79,132
-487
-0.6% -$16.9K 0.33% 45
2024
Q2 		$2.83M Sell
79,619
-338
-0.4% -$11.9K 0.39% 38
2024
Q1 		$2.79M Sell
79,957
-2,741
-3% -$90.3K 0.4% 37
2023
Q4 		$2.61M Sell
82,698
-19
-0% -$579 0.43% 32
2023
Q3 		$2.49M Sell
82,717
-16
-0% -$484 0.32% 48
2023
Q2 		$2.56M Sell
82,733
-2,800
-3% -$84.8K 0.33% 48
2023
Q1 		$2.52M Hold
85,533
– – 0.35% 49
2022
Q4 		$2.31M Sell
85,533
-8,932
-9% -$274K 0.34% 54
2022
Q3 		$2.82M Sell
94,465
-3,440
-4% -$110K 0.52% 42
2022
Q2 		$3.12M Sell
97,905
-11,675
-11% -$387K 0.78% 31
2022
Q1 		$3.72M Buy
109,580
+203
+0.2% +$6.9K 0.86% 24
2021
Q4 		$3.86M Sell
109,377
-6,254
-5% -$221K 1.08% 22
2021
Q3 		$3.98M Hold
115,631
– – 1.12% 21
2021
Q2 		$4M Sell
115,631
-2,101
-2% -$71.3K 1.32% 19
2021
Q1 		$3.88M Sell
117,732
-44,285
-27% -$1.41M 1.42% 17
2020
Q4 		$4.94M Buy
+162,017
New +$4.73M 1.81% 17

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aaron Wealth Advisors's HEFA Position: Q2 2026 in Review

Aaron Wealth Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 43,502 shares worth $2.04M. The position accounts for 0.1% of the portfolio, ranked #126.

Aaron Wealth Advisors first reported a position in HEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.94M in Q4 2020. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Aaron Wealth Advisors held 43,502 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.04M as of Q2 2026.
  • Aaron Wealth Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.1% of Aaron Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Aaron Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.94M in Q4 2020.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.