Firestone Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Firestone Capital 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 Q2	$1.64M	Hold	35,015	–	–	0.31%	50
2026 Q1	$1.49M	Hold	35,015	–	–	0.31%	50
2025 Q4	$1.45M	Buy	35,015 +2,013	+6%	+$82.5K	0.31%	49
2025 Q3	$1.31M	Sell	33,002 -1,043	-3%	-$40.2K	0.28%	51
2025 Q2	$1.29M	Sell	34,045 -4,329	-11%	-$158K	0.3%	49
2025 Q1	$1.39M	Sell	38,374 -683	-2%	-$24.9K	0.37%	42
2024 Q4	$1.36M	Buy	39,057 +191	+0.5%	+$6.73K	0.34%	47
2024 Q3	$1.38M	Sell	38,866 -2,027	-5%	-$70.5K	0.35%	44
2024 Q2	$1.45M	Sell	40,893 -480	-1%	-$16.8K	0.4%	42
2024 Q1	$1.44M	Sell	41,373 -2,068	-5%	-$68.1K	0.4%	44
2023 Q4	$1.37M	Sell	43,441 -1,823	-4%	-$55.6K	0.42%	42
2023 Q3	$1.36M	Hold	45,264	–	–	0.47%	42
2023 Q2	$1.36M	Buy	45,264 +404	+0.9%	+$12.2K	0.44%	41
2023 Q1	$1.32M	Buy	44,860 +3,380	+8%	+$97.6K	0.48%	35
2022 Q4	$1.12M	Buy	41,480 +3,027	+8%	+$92.7K	0.42%	39
2022 Q3	$1.15M	Buy	38,453 +5,965	+18%	+$190K	0.47%	42
2022 Q2	$1.03M	Sell	32,488 -354	-1%	-$11.7K	0.4%	45
2022 Q1	$1.11M	Buy	32,842 +3,566	+12%	+$121K	0.37%	47
2021 Q4	$1.03M	Buy	29,276 +2,024	+7%	+$71.5K	0.33%	50
2021 Q3	$944K	Hold	27,252	–	–	0.31%	47
2021 Q2	$944K	Hold	27,252	–	–	0.34%	47
2021 Q1	$898K	Sell	27,252 -3,000	-10%	-$95.6K	0.32%	49
2020 Q4	$922K	Hold	30,252	–	–	0.35%	48
2020 Q3	$833K	Sell	30,252 -5,484	-15%	-$152K	0.37%	47
2020 Q2	$986K	Sell	35,736 -9,165	-20%	-$240K	0.46%	42
2020 Q1	$1.09M	Sell	44,901 -10,130	-18%	-$288K	0.57%	33
2019 Q4	$1.68M	Buy	+55,031	New	+$1.68M	0.72%	28

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

Firestone Capital Management's HEFA Position: Q2 2026 in Review

Firestone Capital Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 35,015 shares worth $1.64M. The position accounts for 0.31% of the portfolio, ranked #50.

Firestone Capital Management first reported a position in HEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.68M in Q4 2019. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Firestone Capital Management held 35,015 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.64M as of Q2 2026.
Firestone Capital Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.31% of Firestone Capital Management's portfolio in Q2 2026, its #50 holding.
Firestone Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
Firestone Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.68M in Q4 2019.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.