Hazlett, Burt & Watson’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Hazlett, Burt & Watson’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	$305K	Buy	6,484 +1,164	+22%	+$52.4K	0.08%	217
2026 Q1	$224K	Buy	5,320 +1,227	+30%	+$52.9K	0.07%	236
2025 Q4	$170K	Buy	4,093 +2,794	+215%	+$114K	0.05%	274
2025 Q3	$51K	Buy	1,299 +526	+68%	+$20.3K	0.02%	418
2025 Q2	$29K	Buy	773 +30	+4%	+$1.1K	0.01%	450
2025 Q1	$27K	Buy	+743	New	+$27.1K	0.01%	454

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

Hazlett, Burt & Watson's HEFA Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 22% in Q2 2026, buying an estimated $52.4K and bringing the position to 6,484 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #217.

Hazlett, Burt & Watson first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Hazlett, Burt & Watson held 6,484 shares of iShares Currency Hedged MSCI EAFE ETF worth $305K as of Q2 2026.
Hazlett, Burt & Watson bought 1,164 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $52.4K.
iShares Currency Hedged MSCI EAFE ETF made up 0.08% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #217 holding.
Hazlett, Burt & Watson first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.