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

Diversify 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 Q2	$492K	Buy	10,577 +3,115	+42%	+$140K	0.01%	870
2026 Q1	$325K	Buy	+7,462	New	+$321K	0.01%	936

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 22.9% 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

Diversify Wealth Management's HEFA Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 42% in Q2 2026, buying an estimated $140K and bringing the position to 10,577 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #870.

Diversify Wealth Management first reported a position in HEFA in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Diversify Wealth Management held 10,577 shares of iShares Currency Hedged MSCI EAFE ETF worth $492K as of Q2 2026.
Diversify Wealth Management bought 3,115 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $140K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #870 holding.
Diversify Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.