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

EPG 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	$798	Hold	17	–	–	﹤0.01%	317
2026 Q1	$722	Hold	17	–	–	﹤0.01%	317
2025 Q4	$703	Hold	17	–	–	﹤0.01%	315
2025 Q3	$673	Hold	17	–	–	﹤0.01%	316
2025 Q2	$645	Hold	17	–	–	﹤0.01%	308
2025 Q1	$617	Hold	17	–	–	﹤0.01%	414
2024 Q4	$591	Hold	17	–	–	﹤0.01%	422
2024 Q3	$602	Buy	+17	New	+$591	﹤0.01%	419
2023 Q1	–	Sell	-69	Closed	-$1.86K	–	420
2022 Q4	$1.86K	Hold	69	–	–	﹤0.01%	368
2022 Q3	$2K	Buy	+69	New	+$2.2K	﹤0.01%	369

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

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

EPG Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 17 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #317.

EPG Wealth Management first reported a position in HEFA in Q3 2022 and has held it in 10 quarters since. The position peaked at $2K in Q3 2022. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

EPG Wealth Management held 17 shares of iShares Currency Hedged MSCI EAFE ETF worth $798 as of Q2 2026.
EPG Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #317 holding.
EPG Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and has held it in 10 quarters since.
EPG Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $2K in Q3 2022.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.