Focus Partners Advisor Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Focus Partners Advisor Solutions’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	$243K	Sell	5,170 -417	-7%	-$18.8K	﹤0.01%	1102
2026 Q1	$237K	Sell	5,587 -2,739	-33%	-$118K	﹤0.01%	1073
2025 Q4	$344K	Buy	+8,326	New	+$341K	﹤0.01%	845
2025 Q3	–	Sell	-7,432	Closed	-$282K	–	1204
2025 Q2	$282K	Buy	7,432 +488	+7%	+$17.8K	﹤0.01%	889
2025 Q1	$252K	Sell	6,944 -2,753	-28%	-$100K	﹤0.01%	829
2024 Q4	$337K	Buy	9,697 +3,403	+54%	+$120K	0.01%	574
2024 Q3	$223K	Buy	+6,294	New	+$219K	﹤0.01%	688
2023 Q4	–	Sell	-9,032	Closed	-$272K	–	441
2023 Q3	$272K	Buy	+9,032	New	+$273K	0.01%	362

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

Focus Partners Advisor Solutions's HEFA Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7.5% in Q2 2026, selling an estimated $18.8K and leaving 5,170 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Focus Partners Advisor Solutions first reported a position in HEFA in Q3 2023 and has held it in 8 quarters since. The position peaked at $344K in Q4 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Focus Partners Advisor Solutions held 5,170 shares of iShares Currency Hedged MSCI EAFE ETF worth $243K as of Q2 2026.
Focus Partners Advisor Solutions sold 417 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $18.8K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1102 holding.
Focus Partners Advisor Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 8 quarters since.
Focus Partners Advisor Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $344K in Q4 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.