Cannon Wealth Management Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cannon Wealth Management Services’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 Q1	$406K	Sell	9,557 -22	-0.2%	-$948	0.27%	55
2025 Q4	$396K	Sell	9,579 -3,514	-27%	-$144K	0.28%	55
2025 Q3	$519K	Sell	13,093 -14	-0.1%	-$540	0.39%	43
2025 Q2	$498K	Hold	13,107	–	–	0.41%	40
2025 Q1	$480K	Sell	13,107 -546	-4%	-$19.9K	0.43%	41
2024 Q4	$492K	Sell	13,653 -130	-0.9%	-$4.58K	0.42%	41
2024 Q3	$488K	Buy	+13,783	New	+$479K	0.45%	42

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cannon Wealth Management Services's HEFA Position: Q1 2026 in Review

Cannon Wealth Management Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.23% in Q1 2026, selling an estimated $948 and leaving 9,557 shares worth $406K. The position accounts for 0.27% of the portfolio, ranked #55.

Cannon Wealth Management Services first reported a position in HEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $519K in Q3 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Cannon Wealth Management Services held 9,557 shares of iShares Currency Hedged MSCI EAFE ETF worth $406K as of Q1 2026.
Cannon Wealth Management Services sold 22 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $948.
iShares Currency Hedged MSCI EAFE ETF made up 0.27% of Cannon Wealth Management Services's portfolio in Q1 2026, its #55 holding.
Cannon Wealth Management Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $519K in Q3 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.