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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
Q2 		$291K Sell
6,192
-3,801
-38% -$171K 0.01% 1048
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
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

Atomi Financial Group's HEFA Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 38% in Q2 2026, selling an estimated $171K and leaving 6,192 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1048.

Atomi Financial Group first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q2 2025. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Atomi Financial Group held 6,192 shares of iShares Currency Hedged MSCI EAFE ETF worth $291K as of Q2 2026.
  • Atomi Financial Group sold 3,801 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $171K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1048 holding.
  • Atomi Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • Atomi Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.14M in Q2 2025.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.