Dimension Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Dimension Capital 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 Q2	$1.32M	Hold	28,025	–	–	0.15%	52
2026 Q1	$1.19M	Sell	28,025 -678	-2%	-$29.2K	0.17%	48
2025 Q4	$1.19M	Hold	28,703	–	–	0.17%	53
2025 Q3	$1.14M	Hold	28,703	–	–	0.16%	59
2025 Q2	$1.09M	Hold	28,703	–	–	0.17%	54
2025 Q1	$1.04M	Hold	28,703	–	–	0.18%	44
2024 Q4	$997K	Hold	28,703	–	–	0.16%	45
2024 Q3	$1.02M	Sell	28,703 -5,630	-16%	-$196K	0.19%	44
2024 Q2	$1.22M	Hold	34,333	–	–	0.25%	40
2024 Q1	$1.2M	Buy	34,333 +2,954	+9%	+$97.3K	0.24%	37
2023 Q4	$989K	Sell	31,379 -2,554	-8%	-$77.9K	0.21%	39
2023 Q3	$1.02M	Buy	33,933 +13,157	+63%	+$398K	0.24%	32
2023 Q2	$644K	Buy	20,776 +3,648	+21%	+$110K	0.14%	46
2023 Q1	$505K	Buy	17,128 +1,889	+12%	+$54.5K	0.12%	58
2022 Q4	$411K	Buy	15,239 +2,554	+20%	+$78.2K	0.1%	70
2022 Q3	$379K	Hold	12,685	–	–	0.09%	77
2022 Q2	$404K	Hold	12,685	–	–	0.09%	73
2022 Q1	$431K	Hold	12,685	–	–	0.08%	80
2021 Q4	$448K	Hold	12,685	–	–	0.08%	76
2021 Q3	$436K	Buy	+12,685	New	+$440K	0.09%	78

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

Dimension Capital Management's HEFA Position: Q2 2026 in Review

Dimension Capital Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 28,025 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #52.

Dimension Capital Management first reported a position in HEFA in Q3 2021 and has held it in 20 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Dimension Capital Management held 28,025 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.32M as of Q2 2026.
Dimension Capital Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.15% of Dimension Capital Management's portfolio in Q2 2026, its #52 holding.
Dimension Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Dimension Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.