Foundations Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Foundations Investment 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 Q1	$2.31M	Sell	54,356 -8,797	-14%	-$379K	0.03%	348
2025 Q4	$2.61M	Sell	63,153 -4,596	-7%	-$188K	0.03%	305
2025 Q3	$2.68M	Sell	67,749 -9,286	-12%	-$358K	0.04%	288
2025 Q2	$2.92M	Sell	77,035 -567,612	-88%	-$20.8M	0.05%	264
2025 Q1	$23.4M	Buy	644,647 +563,635	+696%	+$20.5M	0.43%	59
2024 Q4	$2.82M	Buy	81,012 +4,035	+5%	+$142K	0.05%	241
2024 Q3	$2.73M	Sell	76,977 -399,381	-84%	-$13.9M	0.06%	230
2024 Q2	$16.9M	Buy	476,358 +13,206	+3%	+$463K	0.41%	59
2024 Q1	$16.2M	Buy	463,152 +456,483	+6,845%	+$15M	0.42%	60
2023 Q4	$216K	Buy	+6,669	New	+$203K	0.01%	628

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Foundations Investment Advisors's HEFA Position: Q1 2026 in Review

Foundations Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 14% in Q1 2026, selling an estimated $379K and leaving 54,356 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #348.

Foundations Investment Advisors first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.4M in Q1 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Foundations Investment Advisors held 54,356 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.31M as of Q1 2026.
Foundations Investment Advisors sold 8,797 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $379K.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #348 holding.
Foundations Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Foundations Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $23.4M in Q1 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.