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

IHT 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 		$3.37M Sell
79,277
-4,367
-5% -$188K 0.08% 249
2025
Q4 		$3.46M Buy
83,644
+1,177
+1% +$48.2K 0.08% 234
2025
Q3 		$3.27M Sell
82,467
-2,409
-3% -$92.9K 0.08% 237
2025
Q2 		$3.22M Sell
84,876
-4,803
-5% -$176K 0.09% 221
2025
Q1 		$3.25M Sell
89,679
-244
-0.3% -$8.89K 0.1% 200
2024
Q4 		$3.12M Sell
89,923
-51
-0.1% -$1.8K 0.1% 199
2024
Q3 		$3.19M Buy
89,974
+389
+0.4% +$13.5K 0.09% 228
2024
Q2 		$3.19M Sell
89,585
-349
-0.4% -$12.2K 0.12% 170
2024
Q1 		$3.14M Buy
+89,934
New +$2.96M 0.13% 161
2022
Q1 		– Sell
-5,935
Closed -$210K – 806
2021
Q4 		$210K Hold
5,935
– – 0.02% 736
2021
Q3 		$204K Sell
5,935
-246
-4% -$8.54K 0.02% 731
2021
Q2 		$214K Buy
+6,181
New +$210K 0.01% 849
2021
Q1 		– Sell
-6,728
Closed -$205K – 850
2020
Q4 		$205K Sell
6,728
-1,220
-15% -$35.6K 0.02% 683
2020
Q3 		$219K Sell
7,948
-2,147
-21% -$59.5K 0.02% 584
2020
Q2 		$279K Sell
10,095
-4,932
-33% -$129K 0.04% 435
2020
Q1 		$364K Sell
15,027
-342
-2% -$9.73K 0.05% 336
2019
Q4 		$469K Buy
15,369
+3,375
+28% +$103K 0.06% 341
2019
Q3 		$359K Sell
11,994
-1,942
-14% -$56.7K 0.05% 385
2019
Q2 		$416K Sell
13,936
-7,797
-36% -$229K 0.06% 326
2019
Q1 		$627K Sell
21,733
-5,585
-20% -$155K 0.1% 227
2018
Q4 		$705K Buy
27,318
+3,845
+16% +$107K 0.14% 184
2018
Q3 		$703K Sell
23,473
-5,963
-20% -$176K 0.15% 168
2018
Q2 		$871K Sell
29,436
-2,617
-8% -$78K 0.22% 123
2018
Q1 		$906K Buy
32,053
+17,175
+115% +$505K 0.24% 105
2017
Q4 		$455K Buy
14,878
+14,153
+1,952% +$420K 0.12% 211
2017
Q3 		$21K Hold
725
– – 0.01% 764
2017
Q2 		$160 Hold
725
– – 0.08% 269
2017
Q1 		$20K Hold
725
– – 0.01% 660
2016
Q4 		$19K Buy
+725
New +$18.4K 0.01% 653

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IHT Wealth Management's HEFA Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.2% in Q1 2026, selling an estimated $188K and leaving 79,277 shares worth $3.37M. The position accounts for 0.08% of the portfolio, ranked #249.

IHT Wealth Management first reported a position in HEFA in Q4 2016 and has held it in 29 quarters since. The position peaked at $3.46M in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • IHT Wealth Management held 79,277 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.37M as of Q1 2026.
  • IHT Wealth Management sold 4,367 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $188K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.08% of IHT Wealth Management's portfolio in Q1 2026, its #249 holding.
  • IHT Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 29 quarters since.
  • IHT Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.46M in Q4 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.