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CVFG LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

CVFG LLC’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 		$4.83M Buy
102,846
+2,282
+2% +$103K 0.51% 60
2026
Q1 		$4.27M Buy
100,564
+3,182
+3% +$137K 0.53% 59
2025
Q4 		$4.03M Sell
97,382
-163
-0.2% -$6.68K 2.76% 12
2025
Q3 		$3.86M Buy
97,545
+1,403
+1% +$54.1K 2.79% 10
2025
Q2 		$3.65M Buy
96,142
+5,157
+6% +$189K 2.9% 9
2025
Q1 		$3.3M Buy
90,985
+3,111
+4% +$113K 3% 10
2024
Q4 		$3.05M Buy
+87,874
New +$3.1M 2.79% 11

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

CVFG LLC's HEFA Position: Q2 2026 in Review

CVFG LLC increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.3% in Q2 2026, buying an estimated $103K and bringing the position to 102,846 shares worth $4.83M. The position accounts for 0.51% of the portfolio, ranked #60.

CVFG LLC first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • CVFG LLC held 102,846 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.83M as of Q2 2026.
  • CVFG LLC bought 2,282 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $103K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.51% of CVFG LLC's portfolio in Q2 2026, its #60 holding.
  • CVFG LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.