Cardiff Park Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cardiff Park Advisors’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	$543K	Hold	11,582	–	–	0.04%	165
2026 Q1	$492K	Hold	11,582	–	–	0.04%	182
2025 Q4	$479K	Hold	11,582	–	–	0.04%	177
2025 Q3	$459K	Hold	11,582	–	–	0.04%	192
2025 Q2	$440K	Hold	11,582	–	–	0.04%	183
2025 Q1	$420K	Hold	11,582	–	–	0.04%	180
2024 Q4	$402K	Hold	11,582	–	–	0.04%	181
2024 Q3	$410K	Hold	11,582	–	–	0.04%	178
2024 Q2	$412K	Buy	+11,582	New	+$406K	0.04%	173

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

Cardiff Park Advisors's HEFA Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 11,582 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #165.

Cardiff Park Advisors first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Cardiff Park Advisors held 11,582 shares of iShares Currency Hedged MSCI EAFE ETF worth $543K as of Q2 2026.
Cardiff Park Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q2 2026, its #165 holding.
Cardiff Park Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.