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Clarity Retirement & Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Clarity Retirement & Wealth’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 		$322K Sell
6,871
-112,874
-94% -$5.08M 0.22% 27
2026
Q1 		$5.09M Sell
119,745
-19,816
-14% -$854K 4.1% 8
2025
Q4 		$5.77M Buy
+139,561
New +$5.72M 5.08% 8

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clarity Retirement & Wealth's HEFA Position: Q2 2026 in Review

Clarity Retirement & Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 94% in Q2 2026, selling an estimated $5.08M and leaving 6,871 shares worth $322K. The position accounts for 0.22% of the portfolio, ranked #27.

Clarity Retirement & Wealth first reported a position in HEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.77M in Q4 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Clarity Retirement & Wealth held 6,871 shares of iShares Currency Hedged MSCI EAFE ETF worth $322K as of Q2 2026.
  • Clarity Retirement & Wealth sold 112,874 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $5.08M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.22% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #27 holding.
  • Clarity Retirement & Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Clarity Retirement & Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.77M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.