Daymark Wealth Partners
HEFA icon

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

Daymark Wealth Partners’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
Q3 		$274K Hold
5,897
– – 0.01% 720
2026
Q2 		$277K Hold
5,897
– – 0.01% 659
2026
Q1 		$251K Buy
+5,897
New +$254K 0.01% 638

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Northwestern Mutual Wealth Management
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Quotient Wealth Partners
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United Capital Financial Advisors
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NorthRock Partners
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Cetera Investment Advisers
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Osaic Holdings
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Daymark Wealth Partners's HEFA Position: Q3 2026 in Review

Daymark Wealth Partners held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 5,897 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #720.

Daymark Wealth Partners first reported a position in HEFA in Q1 2026 and has held it in 3 quarters since. The position peaked at $277K in Q2 2026. 401 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Daymark Wealth Partners held 5,897 shares of iShares Currency Hedged MSCI EAFE ETF worth $274K as of Q3 2026.
  • Daymark Wealth Partners left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #720 holding.
  • Daymark Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • Daymark Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $277K in Q2 2026.
  • 401 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.