Clark Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Clark Wealth Partners’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	$24.6K	Sell	524 -125	-19%	-$5.62K	0.01%	167
2026 Q1	$27.6K	Sell	649 -70,484	-99%	-$3.04M	0.02%	145
2025 Q4	$2.94M	Hold	71,133	–	–	1.79%	10
2025 Q3	$2.94M	Sell	71,133 -118,227	-62%	-$4.56M	1.79%	10
2025 Q2	$7.19M	Sell	189,360 -145,902	-44%	-$5.33M	4.85%	8
2025 Q1	$12.2M	Sell	335,262 -11,193	-3%	-$408K	9.02%	4
2024 Q4	$12M	Buy	+346,455	New	+$12.2M	9.34%	5

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

Clark Wealth Partners's HEFA Position: Q2 2026 in Review

Clark Wealth Partners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 19% in Q2 2026, selling an estimated $5.62K and leaving 524 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #167.

Clark Wealth Partners first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q1 2025. 431 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Clark Wealth Partners held 524 shares of iShares Currency Hedged MSCI EAFE ETF worth $24.6K as of Q2 2026.
Clark Wealth Partners sold 125 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $5.62K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #167 holding.
Clark Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $12.2M in Q1 2025.
431 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.