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Allworth Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Allworth Financial’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 		$345K Buy
7,352
+5,521
+302% +$248K ﹤0.01% 1185
2026
Q1 		$77.8K Sell
1,831
-93
-5% -$4.01K ﹤0.01% 2016
2025
Q4 		$79.6K Buy
1,924
+571
+42% +$23.4K ﹤0.01% 1897
2025
Q3 		$53.6K Sell
1,353
-41
-3% -$1.58K ﹤0.01% 2051
2025
Q2 		$52.9K Sell
1,394
-258
-16% -$9.43K ﹤0.01% 1914
2025
Q1 		$58.7K Sell
1,652
-273
-14% -$9.95K ﹤0.01% 1476
2024
Q4 		$69.1K Sell
1,925
-778
-29% -$27.4K ﹤0.01% 1431
2024
Q3 		$95.7K Sell
2,703
-1,406
-34% -$48.9K ﹤0.01% 1106
2024
Q2 		$144K Buy
4,109
+3,184
+344% +$112K ﹤0.01% 926
2024
Q1 		$32.3K Sell
925
-55
-6% -$1.81K ﹤0.01% 1497
2023
Q4 		$30.9K Sell
980
-59
-6% -$1.8K ﹤0.01% 1399
2023
Q3 		$31.3K Sell
1,039
-240
-19% -$7.26K ﹤0.01% 1294
2023
Q2 		$39.6K Sell
1,279
-251
-16% -$7.6K ﹤0.01% 1205
2023
Q1 		$45.1K Buy
+1,530
New +$44.2K ﹤0.01% 1107
2021
Q2 		– Sell
-1,882
Closed -$62K – 1600
2021
Q1 		$62K Hold
1,882
– – ﹤0.01% 532
2020
Q4 		$57K Buy
1,882
+16
+0.9% +$467 ﹤0.01% 452
2020
Q3 		$51K Buy
1,866
+25
+1% +$693 ﹤0.01% 418
2020
Q2 		$51K Buy
+1,841
New +$48.2K ﹤0.01% 417
2016
Q3 		– Sell
-24
Closed -$1K – 711
2016
Q2 		$1K Buy
+24
New +$576 ﹤0.01% 592

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 22.9% 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

Allworth Financial's HEFA Position: Q2 2026 in Review

Allworth Financial increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 302% in Q2 2026, buying an estimated $248K and bringing the position to 7,352 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Allworth Financial first reported a position in HEFA in Q2 2016 and has held it in 19 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Allworth Financial held 7,352 shares of iShares Currency Hedged MSCI EAFE ETF worth $345K as of Q2 2026.
  • Allworth Financial bought 5,521 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $248K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1185 holding.
  • Allworth Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2016 and has held it in 19 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.