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Acorn Financial Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Acorn Financial Advisory Services’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 		$980K Sell
20,884
-4,084
-16% -$184K 0.13% 87
2026
Q1 		$1.06M Sell
24,968
-404
-2% -$17.4K 0.15% 70
2025
Q4 		$1.05M Buy
25,372
+1,814
+8% +$74.3K 0.15% 68
2025
Q3 		$933K Buy
23,558
+4,802
+26% +$185K 0.14% 72
2025
Q2 		$712K Buy
18,756
+3,266
+21% +$119K 0.12% 88
2025
Q1 		$562K Buy
15,490
+374
+2% +$13.6K 0.1% 98
2024
Q4 		$525K Buy
15,116
+50
+0.3% +$1.76K 0.09% 112
2024
Q3 		$534K Sell
15,066
-317
-2% -$11K 0.09% 103
2024
Q2 		$547K Buy
15,383
+281
+2% +$9.86K 0.1% 100
2024
Q1 		$527K Sell
15,102
-271
-2% -$8.92K 0.1% 102
2023
Q4 		$484K Buy
15,373
+82
+0.5% +$2.5K 0.08% 143
2023
Q3 		$460K Buy
15,291
+157
+1% +$4.75K 0.08% 142
2023
Q2 		$469K Buy
15,134
+590
+4% +$17.9K 0.08% 141
2023
Q1 		$429K Buy
14,544
+1,353
+10% +$39.1K 0.08% 141
2022
Q4 		$356K Buy
13,191
+1,411
+12% +$43.2K 0.08% 156
2022
Q3 		$352K Buy
11,780
+847
+8% +$27K 0.08% 153
2022
Q2 		$348K Buy
+10,933
New +$362K 0.08% 151

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 22.9% 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

Acorn Financial Advisory Services's HEFA Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 16% in Q2 2026, selling an estimated $184K and leaving 20,884 shares worth $980K. The position accounts for 0.13% of the portfolio, ranked #87.

Acorn Financial Advisory Services first reported a position in HEFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q1 2026. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Acorn Financial Advisory Services held 20,884 shares of iShares Currency Hedged MSCI EAFE ETF worth $980K as of Q2 2026.
  • Acorn Financial Advisory Services sold 4,084 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $184K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.13% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #87 holding.
  • Acorn Financial Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • Acorn Financial Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.06M in Q1 2026.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.