Heritage Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Heritage Wealth Advisors’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	$344K	Hold	8,103	–	–	0.01%	163
2025 Q4	$335K	Hold	8,103	–	–	0.01%	175
2025 Q3	$321K	Hold	8,103	–	–	0.01%	168
2025 Q2	$308K	Hold	8,103	–	–	0.01%	169
2025 Q1	$294K	Hold	8,103	–	–	0.01%	167
2024 Q4	$282K	Hold	8,103	–	–	0.01%	175
2024 Q3	$287K	Hold	8,103	–	–	0.01%	180
2024 Q2	$288K	Hold	8,103	–	–	0.01%	171
2024 Q1	$283K	Hold	8,103	–	–	0.01%	181
2023 Q4	$255K	Hold	8,103	–	–	0.01%	193
2023 Q3	$244K	Hold	8,103	–	–	0.01%	180
2023 Q2	$251K	Hold	8,103	–	–	0.01%	186
2023 Q1	$239K	Hold	8,103	–	–	0.01%	188
2022 Q4	$219K	Hold	8,103	–	–	0.01%	200
2022 Q3	$242K	Hold	8,103	–	–	0.02%	180
2022 Q2	$258K	Hold	8,103	–	–	0.02%	175
2022 Q1	$275K	Buy	+8,103	New	+$275K	0.02%	170

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

Heritage Wealth Advisors's HEFA Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 8,103 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #163.

Heritage Wealth Advisors first reported a position in HEFA in Q1 2022 and has held it in 17 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Heritage Wealth Advisors held 8,103 shares of iShares Currency Hedged MSCI EAFE ETF worth $344K as of Q1 2026.
Heritage Wealth Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #163 holding.
Heritage Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.