Betterment LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Betterment LLC’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	$326K	Buy	6,952 +1,883	+37%	+$84.7K	﹤0.01%	566
2026 Q1	$215K	Sell	5,069 -950	-16%	-$40.9K	﹤0.01%	600
2025 Q4	$249K	Sell	6,019 -1,278	-18%	-$52.4K	﹤0.01%	516
2025 Q3	$289K	Sell	7,297 -136	-2%	-$5.24K	﹤0.01%	462
2025 Q2	$282K	Buy	+7,433	New	+$272K	﹤0.01%	441

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

Betterment LLC's HEFA Position: Q2 2026 in Review

Betterment LLC increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 37% in Q2 2026, buying an estimated $84.7K and bringing the position to 6,952 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Betterment LLC first reported a position in HEFA in Q2 2025 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Betterment LLC held 6,952 shares of iShares Currency Hedged MSCI EAFE ETF worth $326K as of Q2 2026.
Betterment LLC bought 1,883 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $84.7K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #566 holding.
Betterment LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.