Burns Matteson Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Burns Matteson Capital 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	$7.93M	Buy	169,002 +15,962	+10%	+$718K	2.48%	8
2026 Q1	$6.5M	Buy	153,040 +61,892	+68%	+$2.67M	2.38%	10
2025 Q4	$3.77M	Buy	91,148 +2,757	+3%	+$113K	1.32%	20
2025 Q3	$3.5M	Buy	88,391 +25,305	+40%	+$975K	1.38%	22
2025 Q2	$2.39M	Buy	63,086 +27,164	+76%	+$993K	1.16%	21
2025 Q1	$1.3M	Buy	35,922 +3,111	+9%	+$113K	0.7%	29
2024 Q4	$1.14M	Buy	32,811 +2,298	+8%	+$80.9K	0.64%	33
2024 Q3	$1.08M	Buy	30,513 +7,273	+31%	+$253K	0.61%	35
2024 Q2	$826K	Buy	23,240 +6,916	+42%	+$243K	0.52%	41
2024 Q1	$569K	Buy	+16,324	New	+$538K	0.37%	56

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

Burns Matteson Capital Management's HEFA Position: Q2 2026 in Review

Burns Matteson Capital Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 10% in Q2 2026, buying an estimated $718K and bringing the position to 169,002 shares worth $7.93M. The position accounts for 2.48% of the portfolio, ranked #8.

Burns Matteson Capital Management first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Burns Matteson Capital Management held 169,002 shares of iShares Currency Hedged MSCI EAFE ETF worth $7.93M as of Q2 2026.
Burns Matteson Capital Management bought 15,962 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $718K.
iShares Currency Hedged MSCI EAFE ETF made up 2.48% of Burns Matteson Capital Management's portfolio in Q2 2026, its #8 holding.
Burns Matteson Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.