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 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 $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

Cardiff Park Advisors's HEFA Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 11,582 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #182.

Cardiff Park Advisors first reported a position in HEFA in Q2 2024 and has held it in 8 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Cardiff Park Advisors held 11,582 shares of iShares Currency Hedged MSCI EAFE ETF worth $492K as of Q1 2026.
Cardiff Park Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q1 2026, its #182 holding.
Cardiff Park Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.