Benjamin Edwards Inc’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Benjamin Edwards Inc’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	$812K	Sell	17,296 -1,892	-10%	-$85.1K	0.01%	876
2026 Q1	$815K	Sell	19,188 -16,455	-46%	-$709K	0.01%	832
2025 Q4	$1.47M	Sell	35,643 -66	-0.2%	-$2.71K	0.02%	597
2025 Q3	$1.41M	Buy	+35,709	New	+$1.38M	0.02%	584
2025 Q1	–	Sell	-22,463	Closed	-$781K	–	1117
2024 Q4	$781K	Buy	22,463 +552	+3%	+$19.4K	0.01%	688
2024 Q3	$776K	Buy	+21,911	New	+$762K	0.01%	661
2023 Q1	–	Sell	-73	Closed	-$2K	–	724
2022 Q4	$2K	Buy	73 +8	+12%	+$245	﹤0.01%	681
2022 Q3	$2K	Buy	65 +2	+3%	+$64	﹤0.01%	657
2022 Q2	$2K	Buy	+63	New	+$2.09K	﹤0.01%	663

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 22.9% 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

Benjamin Edwards Inc's HEFA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 9.9% in Q2 2026, selling an estimated $85.1K and leaving 17,296 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #876.

Benjamin Edwards Inc first reported a position in HEFA in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2025. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Benjamin Edwards Inc held 17,296 shares of iShares Currency Hedged MSCI EAFE ETF worth $812K as of Q2 2026.
Benjamin Edwards Inc sold 1,892 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $85.1K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #876 holding.
Benjamin Edwards Inc first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and has held it in 9 quarters since.
Benjamin Edwards Inc's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.47M in Q4 2025.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.