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

Financial Management Professionals’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	$2.13K	Buy	+45	New	+$2.02K	﹤0.01%	788
2023 Q1	–	Sell	-559	Closed	-$15K	–	1061
2022 Q4	$15K	Hold	559	–	–	﹤0.01%	424
2022 Q3	$17K	Sell	559 -123,138	-100%	-$3.92M	﹤0.01%	378
2022 Q2	$3.94M	Sell	123,697 -6,023	-5%	-$200K	0.96%	24
2022 Q1	$4.4M	Sell	129,720 -2,254	-2%	-$76.6K	0.95%	25
2021 Q4	$4.66M	Buy	+131,974	New	+$4.66M	0.99%	28
2019 Q4	–	Sell	-717	Closed	-$21K	–	344
2019 Q3	$21K	Sell	717 -173,926	-100%	-$5.08M	0.01%	139
2019 Q2	$5.21M	Buy	+174,643	New	+$5.13M	1.93%	11
2015 Q4	–	Sell	-151,062	Closed	-$3.71M	–	252
2015 Q3	$3.71M	Sell	151,062 -3,827	-2%	-$101K	2.51%	10
2015 Q2	$4.23M	Buy	154,889 +721	+0.5%	+$20.5K	1.98%	10
2015 Q1	$4.3M	Sell	154,168 -5,757	-4%	-$154K	2.01%	10
2014 Q4	$4.03M	Buy	+159,925	New	+$4.01M	2.22%	12

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

Financial Management Professionals's HEFA Position: Q2 2026 in Review

Financial Management Professionals opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 45 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in HEFA as recently as Q4 2022.

Financial Management Professionals first reported a position in HEFA in Q4 2014 and has held it in 12 quarters since. The position peaked at $5.21M in Q2 2019. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Financial Management Professionals held 45 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.13K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Financial Management Professionals position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #788 holding.
Financial Management Professionals first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2014 and has held it in 12 quarters since.
Financial Management Professionals's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.21M in Q2 2019.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.