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

Advisory Services Network’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	$2.52M	Buy	53,742 +3,284	+7%	+$148K	0.03%	613
2026 Q1	$2.14M	Buy	50,458 +7,391	+17%	+$318K	0.03%	627
2025 Q4	$1.78M	Buy	43,067 +1,146	+3%	+$47K	0.03%	648
2025 Q3	$1.66M	Buy	41,921 +2,620	+7%	+$101K	0.02%	653
2025 Q2	$1.49M	Sell	39,301 -34,246	-47%	-$1.25M	0.02%	663
2025 Q1	$2.67M	Buy	73,547 +47,733	+185%	+$1.74M	0.05%	415
2024 Q4	$897K	Sell	25,814 -29,168	-53%	-$1.03M	0.02%	785
2024 Q3	$1.95M	Hold	54,982	–	–	0.04%	478
2024 Q2	$1.95M	Sell	54,982 -9,531	-15%	-$334K	0.04%	478
2024 Q1	$2.25M	Buy	64,513 +59,893	+1,296%	+$1.97M	0.05%	420
2023 Q4	$146K	Buy	+4,620	New	+$141K	﹤0.01%	1437
2023 Q2	–	Sell	-4,526	Closed	-$133K	–	2377
2023 Q1	$133K	Sell	4,526 -10,409	-70%	-$301K	﹤0.01%	1490
2022 Q4	$403K	Sell	14,935 -60	-0.4%	-$1.84K	0.01%	956
2022 Q3	$448K	Buy	14,995 +755	+5%	+$24.1K	0.02%	860
2022 Q2	$453K	Buy	14,240 +5,254	+58%	+$174K	0.02%	876
2022 Q1	$305K	Buy	8,986 +2,968	+49%	+$101K	0.01%	1145
2021 Q4	$213K	Hold	6,018	–	–	0.01%	1273
2021 Q3	$207K	Hold	6,018	–	–	0.01%	1258
2021 Q2	$208K	Buy	+6,018	New	+$204K	0.01%	1248
2021 Q1	–	Sell	-1,735	Closed	-$53K	–	2001
2020 Q4	$53K	Buy	1,735 +649	+60%	+$18.9K	﹤0.01%	1639
2020 Q3	$30K	Sell	1,086 -8,122	-88%	-$225K	﹤0.01%	1861
2020 Q2	$254K	Sell	9,208 -7,638	-45%	-$200K	0.01%	859
2020 Q1	$408K	Sell	16,846 -2,865	-15%	-$81.5K	0.03%	585
2019 Q4	$601K	Sell	19,711 -41,104	-68%	-$1.25M	0.03%	568
2019 Q3	$1.81M	Hold	60,815	–	–	0.11%	235
2019 Q2	$1.81M	Sell	60,815 -3,517	-5%	-$103K	0.11%	235
2019 Q1	$1.86M	Buy	64,332 +179	+0.3%	+$4.98K	0.13%	203
2018 Q4	$1.66M	Sell	64,153 -127	-0.2%	-$3.53K	0.14%	180
2018 Q3	$1.93M	Buy	64,280 +1,105	+2%	+$32.6K	0.14%	189
2018 Q2	$1.89M	Buy	63,175 +28,578	+83%	+$852K	0.14%	193
2018 Q1	$994K	Buy	34,597 +30,877	+830%	+$907K	0.08%	340
2017 Q4	$110K	Sell	3,720 -387	-9%	-$11.5K	0.01%	960
2017 Q3	$119K	Sell	4,107 -14,444	-78%	-$408K	0.01%	804
2017 Q2	$527K	Buy	18,551 +4,336	+31%	+$123K	0.07%	369
2017 Q1	$391K	Buy	+14,215	New	+$382K	0.06%	414
2016 Q3	$481K	Buy	19,379 +488	+3%	+$11.9K	0.09%	310
2016 Q2	$453K	Sell	18,891 -28,753	-60%	-$691K	0.1%	277
2016 Q1	$1.14M	Buy	47,644 +39,472	+483%	+$931K	0.31%	71
2015 Q4	$208K	Buy	8,172 +6,055	+286%	+$157K	0.07%	328
2015 Q3	$52K	Buy	2,117 +928	+78%	+$24.5K	0.02%	522
2015 Q2	$33K	Sell	1,189 -809	-40%	-$23K	0.01%	606
2015 Q1	$57K	Buy	+1,998	New	+$53.4K	0.02%	465

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

Advisory Services Network's HEFA Position: Q2 2026 in Review

Advisory Services Network increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.5% in Q2 2026, buying an estimated $148K and bringing the position to 53,742 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #613.

Advisory Services Network first reported a position in HEFA in Q1 2015 and has held it in 42 quarters since. The position peaked at $2.67M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Advisory Services Network held 53,742 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.52M as of Q2 2026.
Advisory Services Network bought 3,284 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $148K.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Advisory Services Network's portfolio in Q2 2026, its #613 holding.
Advisory Services Network first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and has held it in 42 quarters since.
Advisory Services Network's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.67M in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.