Dynamic Advisor Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Dynamic Advisor Solutions’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	$1.74M	Hold	37,172	–	–	0.05%	361
2026 Q1	$1.58M	Sell	37,172 -43	-0.1%	-$1.85K	0.05%	364
2025 Q4	$1.54M	Hold	37,215	–	–	0.05%	357
2025 Q3	$1.47M	Hold	37,215	–	–	0.04%	386
2025 Q2	$1.41M	Sell	37,215 -382	-1%	-$14K	0.04%	370
2025 Q1	$1.36M	Buy	37,597 +9	+0%	+$328	0.05%	352
2024 Q4	$1.31M	Sell	37,588 -2,994	-7%	-$105K	0.06%	269
2024 Q3	$1.44M	Buy	40,582 +2,137	+6%	+$74.3K	0.04%	367
2024 Q2	$1.37M	Sell	38,445 -780	-2%	-$27.4K	0.04%	377
2024 Q1	$1.37M	Sell	39,225 -531	-1%	-$17.5K	0.05%	373
2023 Q4	$1.25M	Buy	+39,756	New	+$1.21M	0.05%	364
2020 Q1	–	Sell	-8,516	Closed	-$260K	–	537
2019 Q4	$260K	Buy	8,516 +435	+5%	+$13.3K	0.04%	445
2019 Q3	$242K	Sell	8,081 -664	-8%	-$19.4K	0.04%	417
2019 Q2	$261K	Buy	+8,745	New	+$257K	0.04%	389
2018 Q4	–	Sell	-10,410	Closed	-$312K	–	422
2018 Q3	$312K	Sell	10,410 -19,526	-65%	-$576K	0.06%	296
2018 Q2	$886K	Sell	29,936 -4,431	-13%	-$132K	0.2%	140
2018 Q1	$987K	Buy	+34,367	New	+$1.01M	0.25%	118

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

Dynamic Advisor Solutions's HEFA Position: Q2 2026 in Review

Dynamic Advisor Solutions held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 37,172 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #361.

Dynamic Advisor Solutions first reported a position in HEFA in Q1 2018 and has held it in 17 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Dynamic Advisor Solutions held 37,172 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.74M as of Q2 2026.
Dynamic Advisor Solutions left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #361 holding.
Dynamic Advisor Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and has held it in 17 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.