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

Crewe 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	$2.49K	Hold	53	–	–	﹤0.01%	974
2026 Q1	$2.25K	Hold	53	–	–	﹤0.01%	897
2025 Q4	$2.19K	Hold	53	–	–	﹤0.01%	865
2025 Q3	$2.1K	Sell	53 -88	-62%	-$3.39K	﹤0.01%	846
2025 Q2	$5.35K	Buy	+141	New	+$5.16K	﹤0.01%	526
2024 Q4	–	Sell	-20	Closed	-$709	–	710
2024 Q3	$709	Hold	20	–	–	﹤0.01%	654
2024 Q2	$712	Buy	+20	New	+$702	﹤0.01%	902

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

Crewe Advisors's HEFA Position: Q2 2026 in Review

Crewe Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 53 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Crewe Advisors first reported a position in HEFA in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.35K in Q2 2025. 449 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Crewe Advisors held 53 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.49K as of Q2 2026.
Crewe Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #974 holding.
Crewe Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
Crewe Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.35K in Q2 2025.
449 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.