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Ashton Thomas Private Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Ashton Thomas Private Wealth’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 		$3.34M Buy
78,634
+4,030
+5% +$174K 0.08% 257
2025
Q4 		$3.09M Buy
74,604
+4,833
+7% +$198K 0.08% 256
2025
Q3 		$2.76M Buy
69,771
+5,584
+9% +$215K 0.07% 267
2025
Q2 		$2.44M Sell
64,187
-15,131
-19% -$553K 0.09% 241
2025
Q1 		$2.88M Buy
79,318
+41,674
+111% +$1.52M 0.11% 212
2024
Q4 		$1.31M Buy
37,644
+1,880
+5% +$66.2K 0.05% 332
2024
Q3 		$1.27M Sell
35,764
-781
-2% -$27.1K 0.07% 274
2024
Q2 		$1.3M Buy
36,545
+16,320
+81% +$573K 0.07% 264
2024
Q1 		$705K Buy
20,225
+1,863
+10% +$61.3K 0.04% 359
2023
Q4 		$579K Buy
18,362
+885
+5% +$27K 0.04% 391
2023
Q3 		$526K Buy
+17,477
New +$529K 0.04% 387

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ashton Thomas Private Wealth's HEFA Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.4% in Q1 2026, buying an estimated $174K and bringing the position to 78,634 shares worth $3.34M. The position accounts for 0.08% of the portfolio, ranked #257.

Ashton Thomas Private Wealth first reported a position in HEFA in Q3 2023 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Ashton Thomas Private Wealth held 78,634 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.34M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 4,030 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $174K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.08% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #257 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.