Adamsbrown Wealth Consultants’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Adamsbrown Wealth Consultants’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	$6.4M	Sell	136,491 -4,079	-3%	-$184K	1.21%	18
2026 Q1	$5.97M	Sell	140,570 -7,591	-5%	-$327K	1.58%	16
2025 Q4	$6.13M	Sell	148,161 -9,448	-6%	-$387K	1.71%	15
2025 Q3	$6.24M	Sell	157,609 -360,788	-70%	-$13.9M	1.72%	15
2025 Q2	$19.7M	Buy	518,397 +25,455	+5%	+$931K	5.71%	6
2025 Q1	$17.9M	Sell	492,942 -55,398	-10%	-$2.02M	5.62%	6
2024 Q4	$19.1M	Buy	548,340 +12,276	+2%	+$432K	6.49%	5
2024 Q3	$19M	Sell	536,064 -6,644	-1%	-$231K	6.59%	5
2024 Q2	$19.3M	Sell	542,708 -9,181	-2%	-$322K	7.51%	5
2024 Q1	$19.2M	Sell	551,889 -258,336	-32%	-$8.51M	7.79%	4
2023 Q4	$25.5M	Buy	810,225 +96,479	+14%	+$2.94M	11.11%	2
2023 Q3	$21.5M	Buy	+713,746	New	+$21.6M	10.58%	2

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

Adamsbrown Wealth Consultants's HEFA Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.9% in Q2 2026, selling an estimated $184K and leaving 136,491 shares worth $6.4M. The position accounts for 1.21% of the portfolio, ranked #18.

Adamsbrown Wealth Consultants first reported a position in HEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.5M in Q4 2023. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Adamsbrown Wealth Consultants held 136,491 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.4M as of Q2 2026.
Adamsbrown Wealth Consultants sold 4,079 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $184K.
iShares Currency Hedged MSCI EAFE ETF made up 1.21% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #18 holding.
Adamsbrown Wealth Consultants first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
Adamsbrown Wealth Consultants's iShares Currency Hedged MSCI EAFE ETF position peaked at $25.5M in Q4 2023.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.