Axxcess Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Axxcess Wealth Management’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	$4.81M	Buy	+102,507	New	+$4.61M	0.08%	238
2026 Q1	–	Sell	-104,753	Closed	-$4.33M	–	653
2025 Q4	$4.33M	Buy	104,753 +2,852	+3%	+$117K	0.08%	234
2025 Q3	$4.04M	Buy	101,901 +4,479	+5%	+$173K	0.09%	189
2025 Q2	$3.7M	Buy	97,422 +29,210	+43%	+$1.07M	0.09%	185
2025 Q1	$2.48M	Buy	68,212 +3,177	+5%	+$116K	0.07%	232
2024 Q4	$2.26M	Buy	65,035 +6,520	+11%	+$230K	0.05%	248
2024 Q3	$2.07M	Buy	58,515 +4,769	+9%	+$166K	0.05%	259
2024 Q2	$1.91M	Buy	53,746 +4,612	+9%	+$162K	0.05%	260
2024 Q1	$1.71M	Buy	+49,134	New	+$1.62M	0.05%	277

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 22.96% 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

Axxcess Wealth Management's HEFA Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 102,507 shares worth $4.81M. The stake represents 0.08% of the portfolio and ranks #238 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HEFA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HEFA in Q1 2024 and has held it in 9 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Axxcess Wealth Management held 102,507 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.81M as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #238 holding.
Axxcess Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.