Cedar Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cedar Wealth Management’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	$1.16M	Hold	24,812	–	–	0.3%	36
2026 Q1	$1.05M	Hold	24,812	–	–	0.31%	34
2025 Q4	$1.03M	Hold	24,812	–	–	0.31%	32
2025 Q3	$983K	Hold	24,812	–	–	0.3%	31
2025 Q2	$942K	Hold	24,812	–	–	0.32%	31
2025 Q1	$900K	Hold	24,812	–	–	0.32%	31
2024 Q4	$862K	Hold	24,812	–	–	0.31%	30
2024 Q3	$879K	Hold	24,812	–	–	0.27%	47
2024 Q2	$882K	Hold	24,812	–	–	0.29%	49
2024 Q1	$865K	Hold	24,812	–	–	0.28%	45
2023 Q4	$782K	Hold	24,812	–	–	0.28%	47
2023 Q3	$747K	Hold	24,812	–	–	0.3%	48
2023 Q2	$769K	Hold	24,812	–	–	0.3%	47
2023 Q1	$731K	Buy	+24,812	New	+$716K	0.3%	47

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

Cedar Wealth Management's HEFA Position: Q2 2026 in Review

Cedar Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 24,812 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #36.

Cedar Wealth Management first reported a position in HEFA in Q1 2023 and has held it in 14 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Cedar Wealth Management held 24,812 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.16M as of Q2 2026.
Cedar Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.3% of Cedar Wealth Management's portfolio in Q2 2026, its #36 holding.
Cedar Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.