Golden State Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Golden State 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 Q2	$224K	Sell	4,774 -790	-14%	-$35.5K	0.02%	403
2026 Q1	$236K	Sell	5,564 -1,731	-24%	-$74.6K	0.03%	365
2025 Q4	$302K	Sell	7,295 -2,140	-23%	-$87.7K	0.03%	325
2025 Q3	$374K	Sell	9,435 -995	-10%	-$38.4K	0.04%	289
2025 Q2	$396K	Buy	10,430 +2,885	+38%	+$105K	0.05%	277
2025 Q1	$274K	Buy	7,545 +5,304	+237%	+$193K	0.04%	301
2024 Q4	$77.9K	Buy	+2,241	New	+$78.9K	0.01%	478
2020 Q2	–	Sell	-850	Closed	-$21K	–	549
2020 Q1	$21K	Buy	+850	New	+$24.2K	0.01%	492
2019 Q4	–	Sell	-850	Closed	-$25K	–	428
2019 Q3	$25K	Buy	850 +265	+45%	+$7.74K	0.01%	575
2019 Q2	$17K	Hold	585	–	–	0.01%	643
2019 Q1	$17K	Buy	+585	New	+$16.3K	0.01%	660

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

Golden State Wealth Management's HEFA Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 14% in Q2 2026, selling an estimated $35.5K and leaving 4,774 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #403.

Golden State Wealth Management first reported a position in HEFA in Q1 2019 and has held it in 11 quarters since. The position peaked at $396K in Q2 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Golden State Wealth Management held 4,774 shares of iShares Currency Hedged MSCI EAFE ETF worth $224K as of Q2 2026.
Golden State Wealth Management sold 790 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $35.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #403 holding.
Golden State Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $396K in Q2 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.