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

JPL 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	$358K	Hold	8,419	–	–	0.08%	100
2025 Q4	$348K	Sell	8,419 -1,537	-15%	-$63K	0.08%	100
2025 Q3	$394K	Sell	9,956 -423	-4%	-$16.3K	0.09%	100
2025 Q2	$394K	Sell	10,379 -1,847	-15%	-$67.5K	0.11%	94
2025 Q1	$444K	Buy	12,226 +116	+1%	+$4.23K	0.13%	92
2024 Q4	$421K	Buy	+12,110	New	+$427K	0.12%	101
2024 Q2	$546K	Buy	+15,355	New	+$539K	0.27%	77

Other funds holding HEFA

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JPL Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 8,419 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #100.

JPL Wealth Management first reported a position in HEFA in Q2 2024 and has held it in 7 quarters since. The position peaked at $546K in Q2 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

JPL Wealth Management held 8,419 shares of iShares Currency Hedged MSCI EAFE ETF worth $358K as of Q1 2026.
JPL Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.08% of JPL Wealth Management's portfolio in Q1 2026, its #100 holding.
JPL Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
JPL Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $546K in Q2 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.