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

Ameliora 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	$30.3K	Hold	645	–	–	0.01%	158
2026 Q1	$27.4K	Hold	645	–	–	0.01%	173
2025 Q4	$26.7K	Hold	645	–	–	0.01%	176
2025 Q3	$25.5K	Sell	645 -7,020	-92%	-$271K	0.01%	181
2025 Q2	$291K	Sell	7,665 -3,646	-32%	-$133K	0.1%	87
2025 Q1	$410K	Hold	11,311	–	–	0.15%	67
2024 Q4	$393K	Sell	11,311 -7,500	-40%	-$264K	0.15%	71
2024 Q3	$666K	Sell	18,811 -5,000	-21%	-$174K	0.28%	46
2024 Q2	$847K	Sell	23,811 -37,662	-61%	-$1.32M	0.38%	43
2024 Q1	$2.14M	Sell	61,473 -1,173	-2%	-$38.6K	0.97%	33
2023 Q4	$1.97M	Buy	62,646 +6,062	+11%	+$185K	0.98%	34
2023 Q3	$1.7M	Sell	56,584 -3,804	-6%	-$115K	1.01%	35
2023 Q2	$1.87M	Buy	60,388 +6,354	+12%	+$192K	1.16%	31
2023 Q1	$1.59M	Buy	+54,034	New	+$1.56M	0.93%	38

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

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

Ameliora Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 645 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #158.

Ameliora Wealth Management first reported a position in HEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.14M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Ameliora Wealth Management held 645 shares of iShares Currency Hedged MSCI EAFE ETF worth $30.3K as of Q2 2026.
Ameliora Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #158 holding.
Ameliora Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Ameliora Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.14M in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.