Envestnet Portfolio Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Envestnet Portfolio 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	$1.02M	Buy	21,749 +15,822	+267%	+$712K	﹤0.01%	699
2026 Q1	$252K	Sell	5,927 -11,372	-66%	-$490K	﹤0.01%	1185
2025 Q4	$715K	Buy	17,299 +1,245	+8%	+$51K	﹤0.01%	901
2025 Q3	$636K	Sell	16,054 -116,446	-88%	-$4.49M	﹤0.01%	927
2025 Q2	$5.03M	Sell	132,500 -1,439,036	-92%	-$52.6M	0.02%	359
2025 Q1	$57M	Buy	1,571,536 +1,351,417	+614%	+$49.3M	0.22%	65
2024 Q4	$7.65M	Buy	220,119 +3,437	+2%	+$121K	0.03%	306
2024 Q3	$7.67M	Sell	216,682 -1,962,985	-90%	-$68.2M	0.02%	298
2024 Q2	$77.5M	Sell	2,179,667 -1,046,604	-32%	-$36.7M	0.27%	54
2024 Q1	$113M	Buy	3,226,271 +3,189,222	+8,608%	+$105M	0.42%	45
2023 Q4	$1.17M	Sell	37,049 -1,466	-4%	-$44.7K	﹤0.01%	755
2023 Q3	$1.16M	Buy	+38,515	New	+$1.17M	0.01%	714

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

Envestnet Portfolio Solutions's HEFA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 267% in Q2 2026, buying an estimated $712K and bringing the position to 21,749 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Envestnet Portfolio Solutions first reported a position in HEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $113M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Envestnet Portfolio Solutions held 21,749 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.02M as of Q2 2026.
Envestnet Portfolio Solutions bought 15,822 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $712K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #699 holding.
Envestnet Portfolio Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $113M in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.