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

Bogart Wealth 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	$18.1K	Hold	385	–	–	﹤0.01%	824
2026 Q1	$16.4K	Hold	385	–	–	﹤0.01%	773
2025 Q4	$15.9K	Sell	385 -161	-29%	-$6.6K	﹤0.01%	735
2025 Q3	$21.6K	Hold	546	–	–	﹤0.01%	642
2025 Q2	$20.7K	Sell	546 -65	-11%	-$2.38K	﹤0.01%	623
2025 Q1	$22.2K	Buy	611 +273	+81%	+$9.95K	﹤0.01%	566
2024 Q4	$11.7K	Hold	338	–	–	﹤0.01%	693
2024 Q3	$12K	Hold	338	–	–	﹤0.01%	654
2024 Q2	$12K	Hold	338	–	–	﹤0.01%	621
2024 Q1	$11.8K	Hold	338	–	–	﹤0.01%	616
2023 Q4	$10.7K	Hold	338	–	–	﹤0.01%	608
2023 Q3	$10.2K	Hold	338	–	–	﹤0.01%	585
2023 Q2	$10.5K	Hold	338	–	–	﹤0.01%	570
2023 Q1	$9.96K	Hold	338	–	–	﹤0.01%	593
2022 Q4	$9.13K	Hold	338	–	–	﹤0.01%	570
2022 Q3	$10K	Hold	338	–	–	﹤0.01%	540
2022 Q2	$11K	Hold	338	–	–	﹤0.01%	516
2022 Q1	$11K	Hold	338	–	–	﹤0.01%	483
2021 Q4	$12K	Buy	+338	New	+$11.9K	﹤0.01%	454

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

Bogart Wealth LLC's HEFA Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 385 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Bogart Wealth LLC first reported a position in HEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.2K in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Bogart Wealth LLC held 385 shares of iShares Currency Hedged MSCI EAFE ETF worth $18.1K as of Q2 2026.
Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #824 holding.
Bogart Wealth LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Bogart Wealth LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $22.2K in Q1 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.