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

Icon 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 Q2	$671K	Hold	14,296	–	–	0.04%	247
2026 Q1	$622K	Sell	14,296 -1,262	-8%	-$54.4K	0.04%	233
2025 Q4	$644K	Sell	15,558 -716	-4%	-$29.3K	0.04%	228
2025 Q3	$645K	Sell	16,274 -48,716	-75%	-$1.88M	0.04%	232
2025 Q2	$2.47M	Sell	64,990 -110,556	-63%	-$4.04M	0.18%	91
2025 Q1	$6.37M	Buy	175,546 +139,686	+390%	+$5.09M	0.52%	44
2024 Q4	$1.25M	Buy	35,860 +491	+1%	+$17.3K	0.1%	135
2024 Q3	$1.25M	Sell	35,369 -132,108	-79%	-$4.59M	0.1%	136
2024 Q2	$5.88M	Sell	167,477 -40,935	-20%	-$1.44M	0.52%	37
2024 Q1	$7.27M	Buy	+208,412	New	+$6.86M	0.68%	27

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

Icon Wealth Advisors's HEFA Position: Q2 2026 in Review

Icon Wealth Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 14,296 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #247.

Icon Wealth Advisors first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.27M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Icon Wealth Advisors held 14,296 shares of iShares Currency Hedged MSCI EAFE ETF worth $671K as of Q2 2026.
Icon Wealth Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #247 holding.
Icon Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Icon Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $7.27M in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.