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Consultiva Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Consultiva Wealth Management’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
Q1 		$12.2K Hold
286
– – 0.04% 192
2025
Q4 		$11.8K Hold
286
– – 0.03% 192
2025
Q3 		$11.3K Hold
286
– – 0.03% 195
2025
Q2 		$10.9K Hold
286
– – 0.03% 208
2025
Q1 		$10.4K Buy
+286
New +$10.4K 0.04% 206

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Consultiva Wealth Management's HEFA Position: Q1 2026 in Review

Consultiva Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 286 shares worth $12.2K. The position accounts for 0.04% of the portfolio, ranked #192.

Consultiva Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Consultiva Wealth Management held 286 shares of iShares Currency Hedged MSCI EAFE ETF worth $12.2K as of Q1 2026.
  • Consultiva Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Consultiva Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Consultiva Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.