Centaurus Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Centaurus Financial’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	$418K	Sell	8,908 -16,255	-65%	-$731K	0.02%	628
2026 Q1	$1.07M	Sell	25,163 -8,314	-25%	-$358K	0.05%	319
2025 Q4	$1.39M	Buy	33,477 +1,251	+4%	+$51.3K	0.06%	273
2025 Q3	$1.28M	Sell	32,226 -2,093	-6%	-$80.7K	0.06%	273
2025 Q2	$1.3M	Buy	34,319 +1,517	+5%	+$55.5K	0.08%	249
2025 Q1	$1.19M	Buy	32,802 +3,949	+14%	+$144K	0.07%	245
2024 Q4	$1M	Buy	28,853 +207	+0.7%	+$7.29K	0.06%	273
2024 Q3	$1.01M	Buy	28,646 +8,105	+39%	+$282K	0.06%	254
2024 Q2	$730K	Buy	20,541 +1,386	+7%	+$48.6K	0.05%	300
2024 Q1	$668K	Buy	19,155 +12,465	+186%	+$410K	0.05%	325
2023 Q4	$211K	Buy	6,690 +445	+7%	+$13.6K	0.02%	583
2023 Q3	$188K	Buy	+6,245	New	+$189K	0.02%	583
2018 Q3	–	Sell	-444	Closed	-$13K	–	1172
2018 Q2	$13K	Buy	+444	New	+$13.2K	﹤0.01%	1445

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

Centaurus Financial's HEFA Position: Q2 2026 in Review

Centaurus Financial reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 65% in Q2 2026, selling an estimated $731K and leaving 8,908 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #628.

Centaurus Financial first reported a position in HEFA in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Centaurus Financial held 8,908 shares of iShares Currency Hedged MSCI EAFE ETF worth $418K as of Q2 2026.
Centaurus Financial sold 16,255 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $731K.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #628 holding.
Centaurus Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2018 and has held it in 13 quarters since.
Centaurus Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.39M in Q4 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.