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

JFS 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	$3.9K	Hold	83	–	–	﹤0.01%	1382
2026 Q1	$3.53K	Hold	83	–	–	﹤0.01%	1316
2025 Q4	$3.43K	Hold	83	–	–	﹤0.01%	1385
2025 Q3	$3.29K	Hold	83	–	–	﹤0.01%	1285
2025 Q2	$3.15K	Hold	83	–	–	﹤0.01%	1256
2025 Q1	$3.01K	Hold	83	–	–	﹤0.01%	1318
2024 Q4	$2.88K	Hold	83	–	–	﹤0.01%	1336
2024 Q3	$2.94K	Hold	83	–	–	﹤0.01%	1326
2024 Q2	$2.95K	Buy	+83	New	+$2.91K	﹤0.01%	1284

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

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

JFS Wealth Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 83 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

JFS Wealth Advisors first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

JFS Wealth Advisors held 83 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.9K as of Q2 2026.
JFS Wealth Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1382 holding.
JFS Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.