Carroll Advisory Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Carroll Advisory Group’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	$217K	Buy	+4,626	New	+$208K	0.07%	72

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

Carroll Advisory Group's HEFA Position: Q2 2026 in Review

Carroll Advisory Group opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,626 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings.

449 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Carroll Advisory Group held 4,626 shares of iShares Currency Hedged MSCI EAFE ETF worth $217K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Carroll Advisory Group position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.07% of Carroll Advisory Group's portfolio in Q2 2026, its #72 holding.
449 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.