Aspen Grove Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Aspen Grove Capital’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	$705K	Hold	15,025	–	–	0.1%	89
2026 Q1	$638K	Hold	15,025	–	–	0.12%	86
2025 Q4	$621K	Hold	15,025	–	–	0.11%	87
2025 Q3	$595K	Hold	15,025	–	–	0.1%	89
2025 Q2	$570K	Hold	15,025	–	–	0.1%	96
2025 Q1	$545K	Hold	15,025	–	–	0.1%	111
2024 Q4	$522K	Hold	15,025	–	–	0.11%	102
2024 Q3	$532K	Hold	15,025	–	–	0.12%	95
2024 Q2	$534K	Hold	15,025	–	–	0.13%	92
2024 Q1	$524K	Buy	+15,025	New	+$495K	0.15%	88

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 22.9% 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

Aspen Grove Capital's HEFA Position: Q2 2026 in Review

Aspen Grove Capital held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 15,025 shares worth $705K. The position accounts for 0.1% of the portfolio, ranked #89.

Aspen Grove Capital first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Aspen Grove Capital held 15,025 shares of iShares Currency Hedged MSCI EAFE ETF worth $705K as of Q2 2026.
Aspen Grove Capital left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.1% of Aspen Grove Capital's portfolio in Q2 2026, its #89 holding.
Aspen Grove Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.