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 Q2	$13.4K	Hold	286	–	–	0.03%	203
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 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

Consultiva Wealth Management's HEFA Position: Q2 2026 in Review

Consultiva Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 286 shares worth $13.4K. The position accounts for 0.03% of the portfolio, ranked #203.

Consultiva Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Consultiva Wealth Management held 286 shares of iShares Currency Hedged MSCI EAFE ETF worth $13.4K as of Q2 2026.
Consultiva Wealth Management 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 Consultiva Wealth Management's portfolio in Q2 2026, its #203 holding.
Consultiva Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.