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

AE 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
Q2 		$908K Buy
19,351
+3,615
+23% +$163K ﹤0.01% 952
2026
Q1 		$669K Sell
15,736
-98
-0.6% -$4.22K ﹤0.01% 980
2025
Q4 		$655K Sell
15,834
-347
-2% -$14.2K ﹤0.01% 945
2025
Q3 		$641K Sell
16,181
-1,788
-10% -$68.9K ﹤0.01% 884
2025
Q2 		$682K Sell
17,969
-187,740
-91% -$6.86M 0.01% 825
2025
Q1 		$7.47M Buy
205,709
+185,608
+923% +$6.77M 0.06% 277
2024
Q4 		$699K Sell
20,101
-4,791
-19% -$169K 0.01% 801
2024
Q3 		$882K Sell
24,892
-566,917
-96% -$19.7M 0.01% 725
2024
Q2 		$21M Sell
591,809
-32,437
-5% -$1.14M 0.21% 115
2024
Q1 		$21.8M Buy
624,246
+73,491
+13% +$2.42M 0.25% 104
2023
Q4 		$17.7M Buy
550,755
+61,053
+12% +$1.86M 0.09% 260
2023
Q3 		$14.7M Buy
489,702
+115,703
+31% +$3.5M 0.09% 275
2023
Q2 		$11.6M Sell
373,999
-26,244
-7% -$795K 0.07% 344
2023
Q1 		$11.8M Sell
400,243
-63,416
-14% -$1.83M 0.08% 315
2022
Q4 		$12.5M Buy
463,659
+260,231
+128% +$7.97M 0.09% 261
2022
Q3 		$6.08M Sell
203,428
-51,250
-20% -$1.63M 0.05% 380
2022
Q2 		$8.1M Sell
254,678
-887
-0.3% -$29.4K 0.06% 318
2022
Q1 		$8.67M Buy
255,565
+1,996
+0.8% +$67.8K 0.06% 314
2021
Q4 		$8.96M Buy
253,569
+131
+0.1% +$4.63K 0.06% 292
2021
Q3 		$8.72M Buy
253,438
+31,927
+14% +$1.11M 0.07% 259
2021
Q2 		$7.67M Buy
221,511
+40,303
+22% +$1.37M 0.07% 267
2021
Q1 		$5.97M Buy
181,208
+51,483
+40% +$1.64M 0.06% 287
2020
Q4 		$3.95M Buy
129,725
+10,079
+8% +$294K 0.04% 314
2020
Q3 		$3.29M Sell
119,646
-252,574
-68% -$7M 0.05% 309
2020
Q2 		$10.3M Buy
372,220
+266,157
+251% +$6.97M 0.16% 140
2020
Q1 		$2.57M Buy
106,063
+83,185
+364% +$2.37M 0.06% 258
2019
Q4 		$698K Buy
+22,878
New +$698K 0.02% 626
2018
Q3 		– Sell
-12,312
Closed -$365K – 614
2018
Q2 		$365K Sell
12,312
-3,941
-24% -$117K 0.02% 302
2018
Q1 		$467K Buy
16,253
+4,655
+40% +$137K 0.04% 261
2017
Q4 		$344K Buy
+11,598
New +$344K 0.03% 290

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

AE Wealth Management's HEFA Position: Q2 2026 in Review

AE Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 23% in Q2 2026, buying an estimated $163K and bringing the position to 19,351 shares worth $908K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

AE Wealth Management first reported a position in HEFA in Q4 2017 and has held it in 30 quarters since. The position peaked at $21.8M in Q1 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • AE Wealth Management held 19,351 shares of iShares Currency Hedged MSCI EAFE ETF worth $908K as of Q2 2026.
  • AE Wealth Management bought 3,615 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $163K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #952 holding.
  • AE Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and has held it in 30 quarters since.
  • AE Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $21.8M in Q1 2024.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.