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

Collier 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	$14K	Hold	298	–	–	0.01%	113
2026 Q1	$12.7K	Buy	298 +1	+0.3%	+$43	0.01%	117
2025 Q4	$12.3K	Sell	297 -63	-18%	-$2.58K	0.01%	111
2025 Q3	$14.2K	Buy	+360	New	+$13.9K	0.01%	111
2025 Q1	$25K	Sell	689 -52	-7%	-$1.9K	0.02%	92
2024 Q4	$25.8K	Buy	+741	New	+$26.1K	0.02%	83

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

Collier Financial's HEFA Position: Q2 2026 in Review

Collier Financial held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 298 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #113.

Collier Financial first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.8K in Q4 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Collier Financial held 298 shares of iShares Currency Hedged MSCI EAFE ETF worth $14K as of Q2 2026.
Collier Financial left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Collier Financial's portfolio in Q2 2026, its #113 holding.
Collier Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Collier Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $25.8K in Q4 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.