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Advyzon Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Advyzon Investment 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 		$423K Sell
9,014
-92,316
-91% -$4.15M 0.03% 528
2026
Q1 		$4.31M Buy
+101,330
New +$4.37M 0.39% 59

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 22.96% 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

Advyzon Investment Management's HEFA Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 91% in Q2 2026, selling an estimated $4.15M and leaving 9,014 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #528.

Advyzon Investment Management first reported a position in HEFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.31M in Q1 2026. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Advyzon Investment Management held 9,014 shares of iShares Currency Hedged MSCI EAFE ETF worth $423K as of Q2 2026.
  • Advyzon Investment Management sold 92,316 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $4.15M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #528 holding.
  • Advyzon Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • Advyzon Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.31M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.