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

Concurrent Investment 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	$3.81M	Buy	81,273 +1,936	+2%	+$87.1K	0.03%	517
2026 Q1	$3.37M	Sell	79,337 -8,766	-10%	-$378K	0.04%	455
2025 Q4	$3.64M	Buy	88,103 +26,140	+42%	+$1.07M	0.04%	408
2025 Q3	$2.45M	Sell	61,963 -37,111	-37%	-$1.43M	0.04%	411
2025 Q2	$3.76M	Sell	99,074 -12,002	-11%	-$439K	0.07%	278
2025 Q1	$4.03M	Buy	111,076 +5,090	+5%	+$186K	0.1%	227
2024 Q4	$3.68M	Buy	105,986 +3,059	+3%	+$108K	0.1%	208
2024 Q3	$3.65M	Sell	102,927 -7,074	-6%	-$246K	0.11%	198
2024 Q2	$3.91M	Sell	110,001 -2,589	-2%	-$90.9K	0.13%	168
2024 Q1	$3.93M	Buy	112,590 +12,795	+13%	+$421K	0.16%	142
2023 Q4	$3.14M	Buy	+99,795	New	+$3.04M	0.15%	154

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

Concurrent Investment Advisors's HEFA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.4% in Q2 2026, buying an estimated $87.1K and bringing the position to 81,273 shares worth $3.81M. The position accounts for 0.03% of the portfolio, ranked #517.

Concurrent Investment Advisors first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.03M in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Concurrent Investment Advisors held 81,273 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.81M as of Q2 2026.
Concurrent Investment Advisors bought 1,936 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $87.1K.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #517 holding.
Concurrent Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.03M in Q1 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.