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

Cornerstone 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 		$2.1M Sell
44,765
-1,700
-4% -$76.5K 0.09% 207
2026
Q1 		$1.97M Sell
46,465
-614
-1% -$26.5K 0.1% 194
2025
Q4 		$1.95M Buy
47,079
+233
+0.5% +$9.55K 0.1% 188
2025
Q3 		$1.86M Sell
46,846
-1,475
-3% -$56.9K 0.1% 182
2025
Q2 		$1.83M Sell
48,321
-10,480
-18% -$383K 0.11% 165
2025
Q1 		$2.13M Sell
58,801
-2,325
-4% -$84.8K 0.14% 140
2024
Q4 		$2.12M Buy
61,126
+9,585
+19% +$338K 0.14% 144
2024
Q3 		$1.83M Buy
51,541
+11,562
+29% +$402K 0.13% 150
2024
Q2 		$1.42M Buy
39,979
+528
+1% +$18.5K 0.11% 159
2024
Q1 		$1.38M Sell
39,451
-235
-0.6% -$7.74K 0.11% 162
2023
Q4 		$1.25M Buy
39,686
+940
+2% +$28.7K 0.11% 166
2023
Q3 		$1.17M Buy
+38,746
New +$1.17M 0.11% 161
2019
Q1 		– Sell
-8,021
Closed -$207K – 508
2018
Q4 		$207K Buy
+8,021
New +$223K 0.04% 313
2018
Q1 		$1.75M Buy
62,009
+4,219
+7% +$124K 0.33% 60
2017
Q4 		$1.76M Sell
57,790
-12,117
-17% -$360K 0.33% 56
2017
Q3 		$2.04M Sell
69,907
-3,974
-5% -$112K 0.42% 41
2017
Q2 		$2.08M Buy
73,881
+41,439
+128% +$1.17M 0.47% 37
2017
Q1 		$887K Buy
+32,442
New +$872K 0.22% 97

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

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

Cornerstone Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q2 2026, selling an estimated $76.5K and leaving 44,765 shares worth $2.1M. The position accounts for 0.09% of the portfolio, ranked #207.

Cornerstone Wealth Management first reported a position in HEFA in Q1 2017 and has held it in 18 quarters since. The position peaked at $2.13M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Cornerstone Wealth Management held 44,765 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.1M as of Q2 2026.
  • Cornerstone Wealth Management sold 1,700 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $76.5K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Cornerstone Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and has held it in 18 quarters since.
  • Cornerstone Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.13M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.