Arkadios Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Arkadios Wealth Advisors’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	$724K	Buy	17,029 +5,427	+47%	+$234K	0.01%	937
2025 Q4	$480K	Buy	11,602 +555	+5%	+$22.7K	0.01%	1034
2025 Q3	$438K	Sell	11,047 -689	-6%	-$26.6K	0.01%	993
2025 Q2	$446K	Sell	11,736 -3,718	-24%	-$136K	0.01%	892
2025 Q1	$561K	Buy	15,454 +3,981	+35%	+$145K	0.02%	667
2024 Q4	$399K	Sell	11,473 -1,175	-9%	-$41.4K	0.02%	633
2024 Q3	$448K	Sell	12,648 -2,107	-14%	-$73.2K	0.03%	580
2024 Q2	$525K	Buy	14,755 +4,823	+49%	+$169K	0.04%	456
2024 Q1	$346K	Buy	9,932 +1,564	+19%	+$51.5K	0.03%	490
2023 Q4	$264K	Buy	+8,368	New	+$255K	0.02%	560

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

Arkadios Wealth Advisors's HEFA Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 47% in Q1 2026, buying an estimated $234K and bringing the position to 17,029 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #937.

Arkadios Wealth Advisors first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Arkadios Wealth Advisors held 17,029 shares of iShares Currency Hedged MSCI EAFE ETF worth $724K as of Q1 2026.
Arkadios Wealth Advisors bought 5,427 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $234K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #937 holding.
Arkadios Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.