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Clearstead Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Clearstead Advisors’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 		$1.08M Sell
22,962
-5,999
-21% -$270K 0.01% 529
2026
Q1 		$1.23M Buy
+28,961
New +$1.25M 0.01% 463
2025
Q2 		– Sell
-40,134
Closed -$1.46M – 2796
2025
Q1 		$1.46M Buy
+40,134
New +$1.46M 0.02% 349

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

Clearstead Advisors's HEFA Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 21% in Q2 2026, selling an estimated $270K and leaving 22,962 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #529.

Clearstead Advisors first reported a position in HEFA in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Clearstead Advisors held 22,962 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.08M as of Q2 2026.
  • Clearstead Advisors sold 5,999 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $270K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #529 holding.
  • Clearstead Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.46M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.