Facet Wealth Inc’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Facet Wealth Inc’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 Q3	$220K	Buy	+4,734	New	+$221K	﹤0.01%	429

Other funds holding HEFA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Facet Wealth Inc's HEFA Position: Q3 2026 in Review

Facet Wealth Inc opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2026: 4,734 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings.

401 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Facet Wealth Inc held 4,734 shares of iShares Currency Hedged MSCI EAFE ETF worth $220K as of Q3 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Facet Wealth Inc position in Q3 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #429 holding.
401 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.