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

ARQ 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 		$11.5M Buy
247,496
+97,645
+65% +$4.39M 1.42% 21
2026
Q1 		$6.37M Buy
149,851
+10,012
+7% +$431K 1.15% 27
2025
Q4 		$5.78M Buy
139,839
+24,627
+21% +$1.01M 1.56% 20
2025
Q3 		$4.56M Buy
+115,212
New +$4.44M 1.35% 28

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

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

ARQ Wealth Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 65% in Q2 2026, buying an estimated $4.39M and bringing the position to 247,496 shares worth $11.5M. The position accounts for 1.42% of the portfolio, ranked #21.

ARQ Wealth Advisors first reported a position in HEFA in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • ARQ Wealth Advisors held 247,496 shares of iShares Currency Hedged MSCI EAFE ETF worth $11.5M as of Q2 2026.
  • ARQ Wealth Advisors bought 97,645 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $4.39M.
  • iShares Currency Hedged MSCI EAFE ETF made up 1.42% of ARQ Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • ARQ Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 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 ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.