Fidelis Capital Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Fidelis Capital Partners’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	$202K	Buy	+4,310	New	+$194K	0.01%	524
2026 Q1	–	Sell	-5,938	Closed	-$246K	–	520
2025 Q4	$246K	Hold	5,938	–	–	0.02%	431
2025 Q3	$235K	Buy	+5,938	New	+$229K	0.02%	430

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

Fidelis Capital Partners's HEFA Position: Q2 2026 in Review

Fidelis Capital Partners opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,310 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Fidelis Capital Partners previously reported a position in HEFA as recently as Q4 2025.

Fidelis Capital Partners first reported a position in HEFA in Q3 2025 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Fidelis Capital Partners held 4,310 shares of iShares Currency Hedged MSCI EAFE ETF worth $202K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Fidelis Capital Partners position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #524 holding.
Fidelis Capital Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
Fidelis Capital Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $246K in Q4 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.