Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.28M Sell
30,156
-5,224
-15% -$225K ﹤0.01% 1402
2025
Q4 		$1.46M Sell
35,380
-7,856
-18% -$322K ﹤0.01% 1299
2025
Q3 		$1.71M Sell
43,236
-283,175
-87% -$10.9M 0.01% 1157
2025
Q2 		$12.4M Sell
326,411
-1,794,751
-85% -$65.6M 0.04% 341
2025
Q1 		$77M Buy
2,121,162
+1,727,528
+439% +$63M 0.31% 68
2024
Q4 		$13.7M Buy
393,634
+3,228
+0.8% +$114K 0.06% 259
2024
Q3 		$13.8M Sell
390,406
-2,078,720
-84% -$72.2M 0.06% 260
2024
Q2 		$87.8M Sell
2,469,126
-226,161
-8% -$7.94M 0.41% 45
2024
Q1 		$94M Buy
+2,695,287
New +$88.8M 0.46% 40
2023
Q4 		– Sell
-228
Closed -$7K – 4291
2023
Q3 		$7K Buy
228
+16
+8% +$484 ﹤0.01% 3297
2023
Q2 		$7K Buy
212
+69
+48% +$2.09K ﹤0.01% 3282
2023
Q1 		$4K Sell
143
-215
-60% -$6.21K ﹤0.01% 3387
2022
Q4 		$10K Sell
358
-4,026
-92% -$123K ﹤0.01% 2798
2022
Q3 		$131K Buy
4,384
+2,837
+183% +$90.4K ﹤0.01% 1221
2022
Q2 		$49K Buy
+1,547
New +$51.3K ﹤0.01% 1640
2019
Q1 		– Sell
-1,288
Closed -$33K – 3083
2018
Q4 		$33K Sell
1,288
-201
-13% -$5.59K ﹤0.01% 987
2018
Q3 		$45K Sell
1,489
-1,454
-49% -$42.9K ﹤0.01% 770
2018
Q2 		$87K Buy
2,943
+2,742
+1,364% +$81.7K ﹤0.01% 537
2018
Q1 		$6K Hold
201
– – ﹤0.01% 966
2017
Q4 		$6K Hold
201
– – ﹤0.01% 1028
2017
Q3 		$6K Hold
201
– – ﹤0.01% 1027
2017
Q2 		$6K Sell
201
-59
-23% -$1.67K ﹤0.01% 856
2017
Q1 		$7K Buy
+260
New +$6.99K ﹤0.01% 818
2016
Q4 		– Sell
-825
Closed -$20K – 1129
2016
Q3 		$20K Hold
825
– – ﹤0.01% 551
2016
Q2 		$20K Buy
+825
New +$19.8K ﹤0.01% 468

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HEFA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 15% in Q1 2026, selling an estimated $225K and leaving 30,156 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Carson Wealth (CWM LLC) first reported a position in HEFA in Q2 2016 and has held it in 25 quarters since. The position peaked at $94M in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,156 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.28M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,224 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $225K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1402 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2016 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $94M in Q1 2024.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.