Blue Trust Inc’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Blue Trust 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	$41.3K	Hold	881	–	–	﹤0.01%	1418
2026 Q1	$37.4K	Hold	881	–	–	﹤0.01%	1444
2025 Q4	$36.4K	Sell	881 -109	-11%	-$4.47K	﹤0.01%	1469
2025 Q3	$39.2K	Sell	990 -173	-15%	-$6.67K	﹤0.01%	1490
2025 Q2	$44.1K	Sell	1,163 -77,503	-99%	-$2.83M	﹤0.01%	1481
2025 Q1	$2.85M	Buy	78,666 +76,616	+3,737%	+$2.79M	0.04%	128
2024 Q4	$71.2K	Sell	2,050 -90,648	-98%	-$3.19M	﹤0.01%	1081
2024 Q3	$3.3M	Sell	92,698 -64,573	-41%	-$2.24M	0.04%	106
2024 Q2	$5.49M	Hold	157,271	–	–	0.08%	69
2024 Q1	$5.49M	Buy	157,271 +156,022	+12,492%	+$5.14M	0.08%	63
2023 Q4	$38K	Hold	1,249	–	–	﹤0.01%	1029
2023 Q3	$39K	Hold	1,249	–	–	﹤0.01%	931
2023 Q2	$37K	Hold	1,249	–	–	﹤0.01%	808
2023 Q1	$34K	Hold	1,249	–	–	﹤0.01%	1185
2022 Q4	$37K	Hold	1,249	–	–	﹤0.01%	1048
2022 Q3	$40K	Buy	+1,249	New	+$39.8K	﹤0.01%	843

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

Blue Trust Inc's HEFA Position: Q2 2026 in Review

Blue Trust Inc held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 881 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Blue Trust Inc first reported a position in HEFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.49M in Q2 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Blue Trust Inc held 881 shares of iShares Currency Hedged MSCI EAFE ETF worth $41.3K as of Q2 2026.
Blue Trust Inc 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 Blue Trust Inc's portfolio in Q2 2026, its #1418 holding.
Blue Trust Inc first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
Blue Trust Inc's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.49M in Q2 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.