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

Balance 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 Q3	$1.02K	Buy	+22	New	+$1.03K	﹤0.01%	830

Other funds holding HEFA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Balance Wealth's HEFA Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2026: 22 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings.

401 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Balance Wealth held 22 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.02K as of Q3 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Balance Wealth position in Q3 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #830 holding.
401 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.