Allie Family Office’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Allie Family Office’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 Q1	–	Sell	-14,090	Closed	-$583K	–	109
2025 Q4	$583K	Buy	14,090 +2,457	+21%	+$101K	0.27%	52
2025 Q3	$461K	Buy	11,633 +4,026	+53%	+$155K	0.22%	61
2025 Q2	$289K	Sell	7,607 -4,085	-35%	-$149K	0.14%	70
2025 Q1	$424K	Buy	11,692 +4,085	+54%	+$149K	0.23%	58
2024 Q4	$264K	Buy	7,607 +71	+0.9%	+$2.5K	0.15%	72
2024 Q3	$267K	Sell	7,536 -8,874	-54%	-$308K	0.14%	72
2024 Q2	$583K	Hold	16,410	–	–	0.35%	47
2024 Q1	$572K	Hold	16,410	–	–	0.34%	43
2023 Q4	$517K	Buy	+16,410	New	+$500K	0.36%	41

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Allie Family Office's HEFA Position: Q1 2026 in Review

Allie Family Office sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 14,090 shares — an estimated $583K sold.

Allie Family Office first reported a position in HEFA in Q4 2023 and held it in 9 quarters. The position peaked at $583K in Q2 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Allie Family Office reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Allie Family Office sold 14,090 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $583K.
Allie Family Office first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and held it in 9 quarters.
Allie Family Office's iShares Currency Hedged MSCI EAFE ETF position peaked at $583K in Q2 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.