Financial Gravity Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Financial Gravity Asset 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 Q1	$2.42K	Hold	57	–	–	﹤0.01%	706
2025 Q4	$2.36K	Hold	57	–	–	﹤0.01%	593
2025 Q3	$2.26K	Buy	+57	New	+$2.2K	﹤0.01%	759
2025 Q1	$2.07K	Buy	+57	New	+$2.08K	﹤0.01%	812
2024 Q2	$2.03K	Buy	+57	New	+$2K	﹤0.01%	737

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Financial Gravity Asset Management's HEFA Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 57 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Financial Gravity Asset Management first reported a position in HEFA in Q2 2024 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Financial Gravity Asset Management held 57 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.42K as of Q1 2026.
Financial Gravity Asset Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #706 holding.
Financial Gravity Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 5 quarters since.
436 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.