Integrated Wealth Concepts
HEFA icon

Integrated Wealth Concepts’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Integrated Wealth Concepts’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 		$4.04M Buy
86,143
+58,026
+206% +$2.61M 0.03% 566
2026
Q1 		$1.19M Buy
28,117
+4,739
+20% +$204K 0.01% 1018
2025
Q4 		$967K Sell
23,378
-29,536
-56% -$1.21M 0.01% 787
2025
Q3 		$2.1M Sell
52,914
-31,190
-37% -$1.2M 0.02% 657
2025
Q2 		$3.19M Sell
84,104
-146,729
-64% -$5.36M 0.03% 475
2025
Q1 		$8.38M Buy
230,833
+122,295
+113% +$4.46M 0.1% 202
2024
Q4 		$3.77M Sell
108,538
-253,826
-70% -$8.94M 0.04% 353
2024
Q3 		$12.8M Sell
362,364
-92,267
-20% -$3.21M 0.16% 140
2024
Q2 		$16.2M Buy
454,631
+314,373
+224% +$11M 0.22% 105
2024
Q1 		$4.89M Buy
140,258
+92,094
+191% +$3.03M 0.07% 271
2023
Q4 		$1.52M Sell
48,164
-2,102
-4% -$64.1K 0.02% 575
2023
Q3 		$1.51M Buy
50,266
+3,706
+8% +$112K 0.03% 543
2023
Q2 		$1.44M Buy
46,560
+4,756
+11% +$144K 0.02% 560
2023
Q1 		$1.23M Buy
41,804
+20,165
+93% +$582K 0.03% 543
2022
Q4 		$584K Buy
+21,639
New +$663K 0.02% 610
2018
Q3 		– Sell
-20,971
Closed -$618K – 256
2018
Q2 		$618K Sell
20,971
-11,631
-36% -$347K 0.21% 94
2018
Q1 		$922K Buy
32,602
+3,195
+11% +$93.9K 0.37% 68
2017
Q4 		$899K Buy
+29,407
New +$872K 0.38% 59

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's HEFA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 206% in Q2 2026, buying an estimated $2.61M and bringing the position to 86,143 shares worth $4.04M. The position accounts for 0.03% of the portfolio, ranked #566.

Integrated Wealth Concepts first reported a position in HEFA in Q4 2017 and has held it in 18 quarters since. The position peaked at $16.2M in Q2 2024. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Integrated Wealth Concepts held 86,143 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.04M as of Q2 2026.
  • Integrated Wealth Concepts bought 58,026 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $2.61M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #566 holding.
  • Integrated Wealth Concepts first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's iShares Currency Hedged MSCI EAFE ETF position peaked at $16.2M in Q2 2024.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.