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

Future Financial Wealth 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 Q1	$2.79M	Sell	62,643 -50,294	-45%	-$2.17M	1.8%	15
2025 Q4	$4.78M	Sell	112,937 -1,139	-1%	-$46.7K	3.21%	7
2025 Q3	$4.52M	Buy	114,076 +2,292	+2%	+$88.3K	2.84%	7
2025 Q2	$4.24M	Sell	111,784 -4,544	-4%	-$166K	2.89%	7
2025 Q1	$4.22M	Buy	116,328 +3,677	+3%	+$134K	3.1%	7
2024 Q4	$3.91M	Buy	112,651 +6,333	+6%	+$223K	2.86%	9
2024 Q3	$3.77M	Buy	106,318 +7,110	+7%	+$247K	2.69%	9
2024 Q2	$3.53M	Buy	+99,208	New	+$3.48M	3.1%	9

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

Future Financial Wealth Management's HEFA Position: Q1 2026 in Review

Future Financial Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 45% in Q1 2026, selling an estimated $2.17M and leaving 62,643 shares worth $2.79M. The position accounts for 1.8% of the portfolio, ranked #15.

Future Financial Wealth Management first reported a position in HEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.78M in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Future Financial Wealth Management held 62,643 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.79M as of Q1 2026.
Future Financial Wealth Management sold 50,294 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $2.17M.
iShares Currency Hedged MSCI EAFE ETF made up 1.8% of Future Financial Wealth Management's portfolio in Q1 2026, its #15 holding.
Future Financial Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Future Financial Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.78M in Q4 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.