Canopy Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Canopy Partners’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	$562K	Hold	11,970	–	–	0.17%	115
2026 Q1	$509K	Hold	11,970	–	–	0.17%	109
2025 Q4	$495K	Hold	11,970	–	–	0.16%	115
2025 Q3	$474K	Hold	11,970	–	–	0.16%	111
2025 Q2	$454K	Hold	11,970	–	–	0.17%	113
2025 Q1	$434K	Hold	11,970	–	–	0.17%	111
2024 Q4	$416K	Sell	11,970 -310	-3%	-$10.9K	0.16%	110
2024 Q3	$435K	Buy	+12,280	New	+$427K	0.19%	105

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

Canopy Partners's HEFA Position: Q2 2026 in Review

Canopy Partners held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 11,970 shares worth $562K. The position accounts for 0.17% of the portfolio, ranked #115.

Canopy Partners first reported a position in HEFA in Q3 2024 and has held it in 8 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Canopy Partners held 11,970 shares of iShares Currency Hedged MSCI EAFE ETF worth $562K as of Q2 2026.
Canopy Partners left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.17% of Canopy Partners's portfolio in Q2 2026, its #115 holding.
Canopy Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.