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Envision Financial Transparency’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Envision Financial Transparency’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
Q1 		$2.51M Buy
+59,136
New +$2.55M 2.44% 9

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envision Financial Transparency's HEFA Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026: 59,136 shares worth $2.51M. The stake represents 2.44% of the portfolio and ranks #9 among its holdings.

433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Envision Financial Transparency held 59,136 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.51M as of Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF was a new Envision Financial Transparency position in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.44% of Envision Financial Transparency's portfolio in Q1 2026, its #9 holding.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.