Demars Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Demars Financial Group’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	$269K	Hold	5,734	–	–	0.07%	100
2026 Q1	$244K	Hold	5,734	–	–	0.08%	94
2025 Q4	$237K	Hold	5,734	–	–	0.08%	84
2025 Q3	$227K	Sell	5,734 -245	-4%	-$9.44K	0.08%	88
2025 Q2	$227K	Sell	5,979 -776	-11%	-$28.4K	0.09%	80
2025 Q1	$245K	Hold	6,755	–	–	0.1%	68
2024 Q4	$235K	Sell	6,755 -171,522	-96%	-$6.04M	0.1%	67
2024 Q3	$6.31M	Buy	178,277 +9,018	+5%	+$313K	2.88%	8
2024 Q2	$6.02M	Buy	169,259 +9,777	+6%	+$343K	2.88%	8
2024 Q1	$5.56M	Buy	159,482 +7,448	+5%	+$245K	2.74%	8
2023 Q4	$4.79M	Buy	+152,034	New	+$4.63M	2.56%	8

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

Demars Financial Group's HEFA Position: Q2 2026 in Review

Demars Financial Group held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 5,734 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #100.

Demars Financial Group first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.31M in Q3 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Demars Financial Group held 5,734 shares of iShares Currency Hedged MSCI EAFE ETF worth $269K as of Q2 2026.
Demars Financial Group left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.07% of Demars Financial Group's portfolio in Q2 2026, its #100 holding.
Demars Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Demars Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.31M in Q3 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.