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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
Q2 		$815K Buy
17,370
+341
+2% +$15.3K 0.01% 889
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
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 22.96% 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

Arkadios Wealth Advisors's HEFA Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2% in Q2 2026, buying an estimated $15.3K and bringing the position to 17,370 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #889.

Arkadios Wealth Advisors first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Arkadios Wealth Advisors held 17,370 shares of iShares Currency Hedged MSCI EAFE ETF worth $815K as of Q2 2026.
  • Arkadios Wealth Advisors bought 341 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #889 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.