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

EverSource 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	$4.98M	Sell	106,214 -11,930	-10%	-$537K	0.17%	116
2026 Q1	$5.02M	Buy	118,144 +39,002	+49%	+$1.68M	0.15%	119
2025 Q4	$3.27M	Buy	79,142 +59,550	+304%	+$2.44M	0.12%	138
2025 Q3	$776K	Buy	19,592 +18,638	+1,954%	+$718K	0.03%	372
2025 Q2	$36.2K	Sell	954 -3,277	-77%	-$120K	﹤0.01%	1840
2025 Q1	$154K	Buy	4,231 +2,977	+237%	+$109K	0.01%	760
2024 Q4	$43.6K	Sell	1,254 -623	-33%	-$21.9K	﹤0.01%	1252
2024 Q3	$66.5K	Sell	1,877 -6,454	-77%	-$224K	﹤0.01%	941
2024 Q2	$293K	Buy	8,331 +3,808	+84%	+$134K	0.02%	445
2024 Q1	$156K	Buy	+4,523	New	+$149K	0.01%	570

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

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

EverSource Wealth Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 10% in Q2 2026, selling an estimated $537K and leaving 106,214 shares worth $4.98M. The position accounts for 0.17% of the portfolio, ranked #116.

EverSource Wealth Advisors first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.02M in Q1 2026. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

EverSource Wealth Advisors held 106,214 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.98M as of Q2 2026.
EverSource Wealth Advisors sold 11,930 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $537K.
iShares Currency Hedged MSCI EAFE ETF made up 0.17% of EverSource Wealth Advisors's portfolio in Q2 2026, its #116 holding.
EverSource Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.02M in Q1 2026.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.