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

Cypress Capital 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 		$1.64M Sell
34,971
-812
-2% -$36.5K 0.67% 20
2026
Q1 		$1.52M Sell
35,783
-1,183
-3% -$51K 0.82% 19
2025
Q4 		$1.53M Buy
36,966
+260
+0.7% +$10.7K 0.82% 20
2025
Q3 		$1.45M Sell
36,706
-536
-1% -$20.7K 0.83% 19
2025
Q2 		$1.41M Sell
37,242
-395
-1% -$14.4K 0.88% 21
2025
Q1 		$1.37M Sell
37,637
-30,932
-45% -$1.13M 0.95% 19
2024
Q4 		$2.38M Buy
+68,569
New +$2.42M 1.87% 14

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

Cypress Capital Advisors's HEFA Position: Q2 2026 in Review

Cypress Capital Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.3% in Q2 2026, selling an estimated $36.5K and leaving 34,971 shares worth $1.64M. The position accounts for 0.67% of the portfolio, ranked #20.

Cypress Capital Advisors first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Cypress Capital Advisors held 34,971 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.64M as of Q2 2026.
  • Cypress Capital Advisors sold 812 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.67% of Cypress Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Cypress Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Cypress Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.38M in Q4 2024.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.