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Golden State Equity Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Golden State Equity Partners’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 		– Sell
-49,439
Closed -$2.1M – 925
2026
Q1 		$2.1M Buy
49,439
+8,843
+22% +$381K 0.16% 149
2025
Q4 		$1.68M Sell
40,596
-1,554
-4% -$63.7K 0.27% 74
2025
Q3 		$1.66M Buy
42,150
+335
+0.8% +$12.9K 0.28% 75
2025
Q2 		$1.59M Buy
41,815
+2,485
+6% +$90.8K 0.29% 76
2025
Q1 		$1.43M Buy
+39,330
New +$1.43M 0.28% 91

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Golden State Equity Partners's HEFA Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 49,439 shares — an estimated $2.1M sold.

Golden State Equity Partners first reported a position in HEFA in Q1 2025 and held it in 5 quarters. The position peaked at $2.1M in Q1 2026. 226 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 49,439 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $2.1M.
  • Golden State Equity Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 5 quarters.
  • Golden State Equity Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.1M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.