Highland Capital Management (Tennessee)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Highland Capital Management (Tennessee)’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	$428K	Hold	9,131	–	–	0.02%	334
2026 Q1	$388K	Hold	9,131	–	–	0.02%	343
2025 Q4	$378K	Hold	9,131	–	–	0.02%	304
2025 Q3	$362K	Hold	9,131	–	–	0.02%	318
2025 Q2	$347K	Hold	9,131	–	–	0.02%	311
2025 Q1	$331K	Hold	9,131	–	–	0.02%	305
2024 Q4	$317K	Hold	9,131	–	–	0.02%	303
2024 Q3	$323K	Hold	9,131	–	–	0.02%	304
2024 Q2	$325K	Hold	9,131	–	–	0.02%	299
2024 Q1	$318K	Hold	9,131	–	–	0.02%	300
2023 Q4	$288K	Hold	9,131	–	–	0.02%	307
2023 Q3	$275K	Hold	9,131	–	–	0.02%	303
2023 Q2	$283K	Hold	9,131	–	–	0.02%	301
2023 Q1	$269K	Hold	9,131	–	–	0.02%	258
2022 Q4	$247K	Hold	9,131	–	–	0.02%	325
2022 Q3	$273K	Hold	9,131	–	–	0.02%	294
2022 Q2	$291K	Hold	9,131	–	–	0.02%	294
2022 Q1	$310K	Hold	9,131	–	–	0.02%	301
2021 Q4	$323K	Hold	9,131	–	–	0.02%	310
2021 Q3	$314K	Hold	9,131	–	–	0.02%	307
2021 Q2	$316K	Hold	9,131	–	–	0.02%	298
2021 Q1	$301K	Hold	9,131	–	–	0.02%	308
2020 Q4	$278K	Hold	9,131	–	–	0.02%	310
2020 Q3	$251K	Hold	9,131	–	–	0.02%	287
2020 Q2	$252K	Buy	+9,131	New	+$239K	0.02%	281

Other funds holding HEFA

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

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Highland Capital Management (Tennessee)'s HEFA Position: Q2 2026 in Review

Highland Capital Management (Tennessee) held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 9,131 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #334.

Highland Capital Management (Tennessee) first reported a position in HEFA in Q2 2020 and has held it in 25 quarters since. 224 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Highland Capital Management (Tennessee) held 9,131 shares of iShares Currency Hedged MSCI EAFE ETF worth $428K as of Q2 2026.
Highland Capital Management (Tennessee) left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #334 holding.
Highland Capital Management (Tennessee) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
224 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.