Atomi Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Atomi Financial Group’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	$425K	Sell	9,993 -619	-6%	-$26.7K	0.01%	777
2025 Q4	$439K	Sell	10,612 -1,200	-10%	-$49.2K	0.01%	755
2025 Q3	$468K	Sell	11,812 -18,114	-61%	-$698K	0.02%	672
2025 Q2	$1.14M	Buy	29,926 +23,893	+396%	+$873K	0.04%	304
2025 Q1	$219K	Buy	+6,033	New	+$220K	0.01%	936

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

Atomi Financial Group's HEFA Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.8% in Q1 2026, selling an estimated $26.7K and leaving 9,993 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #777.

Atomi Financial Group first reported a position in HEFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Atomi Financial Group held 9,993 shares of iShares Currency Hedged MSCI EAFE ETF worth $425K as of Q1 2026.
Atomi Financial Group sold 619 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $26.7K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #777 holding.
Atomi Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
Atomi Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.14M in Q2 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.