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

Beaird Harris 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	$39.3K	Hold	837	–	–	﹤0.01%	279
2026 Q1	$35.6K	Hold	837	–	–	﹤0.01%	275
2025 Q4	$34.6K	Sell	837 -85	-9%	-$3.48K	﹤0.01%	289
2025 Q3	$36.5K	Hold	922	–	–	﹤0.01%	284
2025 Q2	$35K	Sell	922 -54	-6%	-$1.97K	﹤0.01%	286
2025 Q1	$35.4K	Buy	976 +54	+6%	+$1.97K	﹤0.01%	258
2024 Q4	$32K	Sell	922 -120	-12%	-$4.23K	﹤0.01%	272
2024 Q3	$36.9K	Buy	1,042 +68	+7%	+$2.36K	﹤0.01%	251
2024 Q2	$34.6K	Buy	974 +52	+6%	+$1.82K	﹤0.01%	254
2024 Q1	$32.2K	Hold	922	–	–	﹤0.01%	235
2023 Q4	$29.1K	Hold	922	–	–	﹤0.01%	229
2023 Q3	$27.8K	Hold	922	–	–	﹤0.01%	210
2023 Q2	$28.6K	Hold	922	–	–	﹤0.01%	205
2023 Q1	$27.2K	Hold	922	–	–	﹤0.01%	208
2022 Q4	$24.9K	Hold	922	–	–	﹤0.01%	231
2022 Q3	$28K	Hold	922	–	–	0.01%	204
2022 Q2	$29K	Hold	922	–	–	0.01%	178
2022 Q1	$31K	Buy	+922	New	+$31.3K	0.01%	222

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

Beaird Harris Wealth Management's HEFA Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 837 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Beaird Harris Wealth Management first reported a position in HEFA in Q1 2022 and has held it in 18 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Beaird Harris Wealth Management held 837 shares of iShares Currency Hedged MSCI EAFE ETF worth $39.3K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #279 holding.
Beaird Harris Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.