Interchange Capital Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Interchange Capital Partners’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	–	Sell	-12,739	Closed	-$462K	–	449
2026 Q1	$462K	Buy	+12,739	New	+$549K	0.15%	151
2025 Q2	–	Sell	-12,866	Closed	-$467K	–	297
2025 Q1	$467K	Buy	+12,866	New	+$469K	0.13%	144
2024 Q3	–	Sell	-12,533	Closed	-$446K	–	294
2024 Q2	$446K	Sell	12,533 -3,467	-22%	-$122K	0.16%	149
2024 Q1	$623K	Buy	+16,000	New	+$527K	0.42%	61

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

Interchange Capital Partners's HEFA Position: Q2 2026 in Review

Interchange Capital Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 12,739 shares — an estimated $462K sold.

Interchange Capital Partners first reported a position in HEFA in Q1 2024 and held it in 4 quarters. The position peaked at $623K in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Interchange Capital Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Interchange Capital Partners sold 12,739 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $462K.
Interchange Capital Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 4 quarters.
Interchange Capital Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $623K in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.