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

CreativeOne Wealth’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 		$930K Sell
19,821
-16,866
-46% -$759K 0.02% 604
2026
Q1 		$1.56M Buy
36,687
+6,669
+22% +$287K 0.04% 422
2025
Q4 		$1.24M Buy
30,018
+8,980
+43% +$368K 0.03% 473
2025
Q3 		$833K Buy
21,038
+1,750
+9% +$67.5K 0.02% 613
2025
Q2 		$732K Buy
19,288
+5,212
+37% +$191K 0.02% 630
2025
Q1 		$511K Buy
14,076
+2,171
+18% +$79.1K 0.02% 682
2024
Q4 		$414K Buy
11,905
+937
+9% +$33K 0.01% 756
2024
Q3 		$388K Sell
10,968
-1,918
-15% -$66.7K 0.01% 711
2024
Q2 		$458K Sell
12,886
-222,124
-95% -$7.79M 0.02% 499
2024
Q1 		$8.2M Buy
+235,010
New +$7.74M 0.33% 65

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

CreativeOne Wealth's HEFA Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 46% in Q2 2026, selling an estimated $759K and leaving 19,821 shares worth $930K. The position accounts for 0.02% of the portfolio, ranked #604.

CreativeOne Wealth first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.2M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • CreativeOne Wealth held 19,821 shares of iShares Currency Hedged MSCI EAFE ETF worth $930K as of Q2 2026.
  • CreativeOne Wealth sold 16,866 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $759K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #604 holding.
  • CreativeOne Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • CreativeOne Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $8.2M in Q1 2024.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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