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

DecisionMap Wealth Management’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 Q1	$4.67M	Sell	109,895 -3,379	-3%	-$146K	3.02%	5
2025 Q4	$4.69M	Sell	113,274 -4,680	-4%	-$192K	2.89%	6
2025 Q3	$4.67M	Buy	117,954 +1,672	+1%	+$64.4K	3%	6
2025 Q2	$4.41M	Buy	116,282 +1,704	+1%	+$62.3K	3.03%	6
2025 Q1	$4.16M	Sell	114,578 -148	-0.1%	-$5.39K	3.16%	5
2024 Q4	$3.99M	Buy	+114,726	New	+$4.04M	3.16%	4

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DecisionMap Wealth Management's HEFA Position: Q1 2026 in Review

DecisionMap Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3% in Q1 2026, selling an estimated $146K and leaving 109,895 shares worth $4.67M. The position accounts for 3.02% of the portfolio, ranked #5.

DecisionMap Wealth Management first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.69M in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

DecisionMap Wealth Management held 109,895 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.67M as of Q1 2026.
DecisionMap Wealth Management sold 3,379 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $146K.
iShares Currency Hedged MSCI EAFE ETF made up 3.02% of DecisionMap Wealth Management's portfolio in Q1 2026, its #5 holding.
DecisionMap Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
DecisionMap Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.69M in Q4 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on DecisionMap Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.