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Fortis Group Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Fortis Group Advisors’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 		$942K Buy
+20,068
New +$903K 0.15% 142
2026
Q1 		– Sell
-14,324
Closed -$613K – 600
2025
Q4 		$613K Buy
+14,324
New +$587K 0.1% 192

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fortis Group Advisors's HEFA Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 20,068 shares worth $942K. The stake represents 0.15% of the portfolio and ranks #142 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in HEFA as recently as Q4 2025.

Fortis Group Advisors first reported a position in HEFA in Q4 2025 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Fortis Group Advisors held 20,068 shares of iShares Currency Hedged MSCI EAFE ETF worth $942K as of Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF was a new Fortis Group Advisors position in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.15% of Fortis Group Advisors's portfolio in Q2 2026, its #142 holding.
  • Fortis Group Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.