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

HB 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	$422K	Buy	8,994 +41	+0.5%	+$1.84K	﹤0.01%	1196
2026 Q1	$380K	Sell	8,953 -11	-0.1%	-$474	﹤0.01%	1100
2025 Q4	$371K	Sell	8,964 -54	-0.6%	-$2.21K	﹤0.01%	1036
2025 Q3	$357K	Sell	9,018 -483	-5%	-$18.6K	﹤0.01%	994
2025 Q2	$361K	Buy	+9,501	New	+$347K	﹤0.01%	871

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

HB Wealth Management's HEFA Position: Q2 2026 in Review

HB Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.46% in Q2 2026, buying an estimated $1.84K and bringing the position to 8,994 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

HB Wealth Management first reported a position in HEFA in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

HB Wealth Management held 8,994 shares of iShares Currency Hedged MSCI EAFE ETF worth $422K as of Q2 2026.
HB Wealth Management bought 41 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.84K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1196 holding.
HB Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.