Horst & Graben Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Horst & Graben 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 Q1	–	Sell	-5,065	Closed	-$209K	–	197
2025 Q4	$209K	Sell	5,065 -214	-4%	-$8.77K	0.03%	174
2025 Q3	$209K	Sell	5,279 -5,908	-53%	-$228K	0.03%	175
2025 Q2	$425K	Sell	11,187 -73,673	-87%	-$2.69M	0.07%	113
2025 Q1	$3.08M	Buy	+84,860	New	+$3.09M	0.55%	37
2024 Q3	–	Sell	-116,793	Closed	-$4.15M	–	155
2024 Q2	$4.15M	Sell	116,793 -37,290	-24%	-$1.31M	0.79%	24
2024 Q1	$5.37M	Buy	+154,083	New	+$5.07M	1.09%	20

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Horst & Graben Wealth Management's HEFA Position: Q1 2026 in Review

Horst & Graben Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 5,065 shares — an estimated $209K sold.

Horst & Graben Wealth Management first reported a position in HEFA in Q1 2024 and held it in 6 quarters. The position peaked at $5.37M in Q1 2024. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Horst & Graben Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Horst & Graben Wealth Management sold 5,065 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $209K.
Horst & Graben Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 6 quarters.
Horst & Graben Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.37M in Q1 2024.
434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.