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

Dynasty 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	$167M	Buy	3,562,756 +89,529	+3%	+$4.03M	1.24%	25
2026 Q1	$148M	Sell	3,473,227 -80,635	-2%	-$3.47M	1.29%	25
2025 Q4	$147M	Sell	3,553,862 -640,907	-15%	-$26.3M	1.44%	19
2025 Q3	$166M	Buy	4,194,769 +556,889	+15%	+$21.5M	2.22%	15
2025 Q2	$138M	Sell	3,637,880 -245,608	-6%	-$8.98M	2.35%	16
2025 Q1	$141M	Sell	3,883,488 -578,141	-13%	-$21.1M	2.35%	16
2024 Q4	$155M	Buy	+4,461,629	New	+$157M	2.67%	13
2024 Q3	–	Sell	-4,256,358	Closed	-$151M	–	242
2024 Q2	$151M	Sell	4,256,358 -4,970	-0.1%	-$174K	4.46%	9
2024 Q1	$149M	Buy	+4,261,328	New	+$140M	4.74%	9

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

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

Dynasty Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.6% in Q2 2026, buying an estimated $4.03M and bringing the position to 3,562,756 shares worth $167M. The position accounts for 1.24% of the portfolio, ranked #25.

Dynasty Wealth Management first reported a position in HEFA in Q1 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Dynasty Wealth Management held 3,562,756 shares of iShares Currency Hedged MSCI EAFE ETF worth $167M as of Q2 2026.
Dynasty Wealth Management bought 89,529 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $4.03M.
iShares Currency Hedged MSCI EAFE ETF made up 1.24% of Dynasty Wealth Management's portfolio in Q2 2026, its #25 holding.
Dynasty Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.