Absolute Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Absolute Capital Management’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	$2.37M	Sell	50,513 -1,931	-4%	-$86.9K	0.59%	53
2026 Q1	$2.23M	Buy	52,444 +1,703	+3%	+$73.4K	0.74%	46
2025 Q4	$2.1M	Buy	50,741 +2,523	+5%	+$103K	0.76%	45
2025 Q3	$1.91M	Buy	48,218 +13,765	+40%	+$531K	0.82%	41
2025 Q2	$1.31M	Sell	34,453 -6,846	-17%	-$250K	0.66%	49
2025 Q1	$1.5M	Buy	41,299 +19,107	+86%	+$696K	0.87%	38
2024 Q4	$771K	Buy	+22,192	New	+$782K	0.43%	62
2024 Q3	–	Sell	-5,979	Closed	-$213K	–	110
2024 Q2	$213K	Sell	5,979 -3,267	-35%	-$115K	0.13%	104
2024 Q1	$323K	Buy	+9,246	New	+$304K	0.21%	84

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Absolute Capital Management's HEFA Position: Q2 2026 in Review

Absolute Capital Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q2 2026, selling an estimated $86.9K and leaving 50,513 shares worth $2.37M. The position accounts for 0.59% of the portfolio, ranked #53.

Absolute Capital Management first reported a position in HEFA in Q1 2024 and has held it in 9 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Absolute Capital Management held 50,513 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.37M as of Q2 2026.
Absolute Capital Management sold 1,931 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $86.9K.
iShares Currency Hedged MSCI EAFE ETF made up 0.59% of Absolute Capital Management's portfolio in Q2 2026, its #53 holding.
Absolute Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Absolute Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.