EP Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

EP Wealth Advisors’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	$215K	Buy	+4,586	New	+$206K	﹤0.01%	1475
2025 Q2	$1.75M	Buy	46,176 +32,812	+246%	+$1.2M	0.01%	441
2025 Q1	$485K	Sell	13,364 -235	-2%	-$8.57K	﹤0.01%	718
2024 Q4	$473K	Buy	13,599 +10,741	+376%	+$378K	﹤0.01%	710
2024 Q3	$101K	Sell	2,858 -1,396	-33%	-$48.5K	﹤0.01%	1143
2024 Q2	$151K	Buy	4,254 +335	+9%	+$11.8K	﹤0.01%	788
2024 Q1	$137K	Hold	3,919	–	–	﹤0.01%	773
2023 Q4	$123K	Buy	3,919 +187	+5%	+$5.7K	﹤0.01%	762
2023 Q3	$112K	Buy	+3,732	New	+$113K	﹤0.01%	727
2022 Q3	–	Sell	-3,192	Closed	-$102K	–	452
2022 Q2	$102K	Sell	3,192 -1	-0%	-$33	﹤0.01%	635
2022 Q1	$108K	Buy	+3,193	New	+$109K	﹤0.01%	621

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

EP Wealth Advisors's HEFA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,586 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in HEFA as recently as Q2 2025.

EP Wealth Advisors first reported a position in HEFA in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.75M in Q2 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

EP Wealth Advisors held 4,586 shares of iShares Currency Hedged MSCI EAFE ETF worth $215K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1475 holding.
EP Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 11 quarters since.
EP Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.75M in Q2 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.