Arax Advisory Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Arax Advisory Partners’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	$1.41M	Buy	29,956 +13,149	+78%	+$592K	0.01%	1019
2026 Q1	$714K	Buy	16,807 +12,487	+289%	+$538K	0.02%	517
2025 Q4	$179K	Buy	+4,320	New	+$177K	0.01%	1088
2025 Q3	–	Sell	-6,179	Closed	-$235K	–	3899
2025 Q2	$235K	Buy	+6,179	New	+$226K	0.01%	598

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

Arax Advisory Partners's HEFA Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 78% in Q2 2026, buying an estimated $592K and bringing the position to 29,956 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #1019.

Arax Advisory Partners first reported a position in HEFA in Q2 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Arax Advisory Partners held 29,956 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.41M as of Q2 2026.
Arax Advisory Partners bought 13,149 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $592K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1019 holding.
Arax Advisory Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.