Ameritas Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Ameritas Advisory Services’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	$2.5M	Buy	53,256 +33,127	+165%	+$1.49M	0.05%	317
2026 Q1	$855K	Sell	20,129 -22,827	-53%	-$983K	0.03%	420
2025 Q4	$1.78M	Buy	42,956 +40,095	+1,401%	+$1.64M	0.07%	245
2025 Q3	$113K	Sell	2,861 -30,244	-91%	-$1.17M	0.01%	797
2025 Q2	$1.26M	Sell	33,105 -7,266	-18%	-$266K	0.07%	295
2025 Q1	$1.46M	Buy	40,371 +5,744	+17%	+$209K	0.06%	297
2024 Q4	$1.2M	Sell	34,627 -8,477	-20%	-$299K	0.04%	362
2024 Q3	$1.53M	Buy	43,104 +9,208	+27%	+$320K	0.07%	290
2024 Q2	$1.21M	Buy	+33,896	New	+$1.19M	0.05%	359

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

Ameritas Advisory Services's HEFA Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 165% in Q2 2026, buying an estimated $1.49M and bringing the position to 53,256 shares worth $2.5M. The position accounts for 0.05% of the portfolio, ranked #317.

Ameritas Advisory Services first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Ameritas Advisory Services held 53,256 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.5M as of Q2 2026.
Ameritas Advisory Services bought 33,127 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.49M.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Ameritas Advisory Services's portfolio in Q2 2026, its #317 holding.
Ameritas Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.