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

Clearwater Capital 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 		$379K Hold
8,069
– – 0.03% 140
2026
Q1 		$343K Hold
8,069
– – 0.03% 137
2025
Q4 		$334K Sell
8,069
-189
-2% -$7.75K 0.03% 138
2025
Q3 		$327K Hold
8,258
– – 0.03% 138
2025
Q2 		$313K Sell
8,258
-722
-8% -$26.4K 0.03% 133
2025
Q1 		$326K Hold
8,980
– – 0.03% 138
2024
Q4 		$312K Hold
8,980
– – 0.03% 138
2024
Q3 		$318K Sell
8,980
-5,150
-36% -$179K 0.03% 134
2024
Q2 		$502K Sell
14,130
-100
-0.7% -$3.51K 0.05% 99
2024
Q1 		$496K Sell
14,230
-410
-3% -$13.5K 0.05% 96
2023
Q4 		$461K Hold
14,640
– – 0.05% 97
2023
Q3 		$441K Sell
14,640
-175
-1% -$5.3K 0.05% 91
2023
Q2 		$459K Sell
14,815
-290
-2% -$8.78K 0.05% 94
2023
Q1 		$445K Sell
15,105
-3,440
-19% -$99.3K 0.05% 95
2022
Q4 		$501K Sell
18,545
-53,078
-74% -$1.63M 0.07% 96
2022
Q3 		$2.14M Sell
71,623
-1,606
-2% -$51.2K 0.3% 55
2022
Q2 		$2.33M Buy
73,229
+273
+0.4% +$9.05K 0.32% 50
2022
Q1 		$2.48M Sell
72,956
-868
-1% -$29.5K 0.28% 51
2021
Q4 		$2.61M Sell
73,824
-230
-0.3% -$8.12K 0.29% 51
2021
Q3 		$2.55M Sell
74,054
-70
-0.1% -$2.43K 0.3% 50
2021
Q2 		$2.57M Sell
74,124
-210
-0.3% -$7.13K 0.3% 49
2021
Q1 		$2.45M Sell
74,334
-1,359
-2% -$43.3K 0.31% 47
2020
Q4 		$2.31M Sell
75,693
-190
-0.3% -$5.54K 0.31% 47
2020
Q3 		$2.09M Sell
75,883
-3,154
-4% -$87.5K 0.33% 44
2020
Q2 		$2.18M Buy
79,037
+6,596
+9% +$173K 0.36% 43
2020
Q1 		$1.75M Sell
72,441
-4
-0% -$114 0.38% 44
2019
Q4 		$2.21M Sell
72,445
-19,891
-22% -$607K 0.37% 57
2019
Q3 		$2.77M Sell
92,336
-9,395
-9% -$274K 0.49% 55
2019
Q2 		$3.03M Sell
101,731
-6,236
-6% -$183K 0.55% 53
2019
Q1 		$3.12M Sell
107,967
-12,245
-10% -$340K 0.58% 54
2018
Q4 		$3.1M Buy
120,212
+59,503
+98% +$1.65M 0.68% 46
2018
Q3 		$1.82M Buy
60,709
+3,518
+6% +$104K 0.35% 76
2018
Q2 		$1.69M Buy
57,191
+3,694
+7% +$110K 0.35% 80
2018
Q1 		$1.54M Buy
53,497
+899
+2% +$26.4K 0.32% 81
2017
Q4 		$1.56M Buy
52,598
+865
+2% +$25.7K 0.34% 77
2017
Q3 		$1.51M Sell
51,733
-8,016
-13% -$227K 0.35% 76
2017
Q2 		$1.68M Buy
59,749
+4,111
+7% +$116K 0.43% 66
2017
Q1 		$1.52M Buy
55,638
+7,291
+15% +$196K 0.42% 66
2016
Q4 		$1.28M Buy
48,347
+7,137
+17% +$181K 0.44% 63
2016
Q3 		$1.03M Buy
41,210
+6,704
+19% +$163K 0.36% 71
2016
Q2 		$794K Buy
+34,506
New +$829K 0.29% 75

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

Clearwater Capital Advisors's HEFA Position: Q2 2026 in Review

Clearwater Capital Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 8,069 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #140.

Clearwater Capital Advisors first reported a position in HEFA in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.12M in Q1 2019. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Clearwater Capital Advisors held 8,069 shares of iShares Currency Hedged MSCI EAFE ETF worth $379K as of Q2 2026.
  • Clearwater Capital Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Clearwater Capital Advisors's portfolio in Q2 2026, its #140 holding.
  • Clearwater Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2016 and has held it in 41 quarters since.
  • Clearwater Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.12M in Q1 2019.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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