Act Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Act Wealth 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 Q3	$24.5M	Buy	528,691 +9,629	+2%	+$450K	7.21%	7
2026 Q2	$24.4M	Buy	519,062 +1,368	+0.3%	+$61.6K	7.16%	7
2026 Q1	$22M	Sell	517,694 -2,217	-0.4%	-$95.5K	7.39%	7
2025 Q4	$21.5M	Sell	519,911 -2,037	-0.4%	-$83.5K	7.03%	8
2025 Q3	$20.7M	Buy	521,948 +34,521	+7%	+$1.33M	7.25%	8
2025 Q2	$18.5M	Sell	487,427 -5,279	-1%	-$193K	7.82%	7
2025 Q1	$17.9M	Buy	492,706 +12,889	+3%	+$470K	8.09%	7
2024 Q4	$16.7M	Buy	+479,817	New	+$16.9M	7.79%	6

Other funds holding HEFA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Act Wealth Management's HEFA Position: Q3 2026 in Review

Act Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.9% in Q3 2026, buying an estimated $450K and bringing the position to 528,691 shares worth $24.5M. The position accounts for 7.21% of the portfolio, ranked #7.

Act Wealth Management first reported a position in HEFA in Q4 2024 and has held it in 8 quarters since. 401 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Act Wealth Management held 528,691 shares of iShares Currency Hedged MSCI EAFE ETF worth $24.5M as of Q3 2026.
Act Wealth Management bought 9,629 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $450K.
iShares Currency Hedged MSCI EAFE ETF made up 7.21% of Act Wealth Management's portfolio in Q3 2026, its #7 holding.
Act Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
401 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.