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

Keebeck 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 Q2	$388K	Hold	8,264	–	–	0.04%	311
2026 Q1	$351K	Sell	8,264 -581	-7%	-$25K	0.04%	284
2025 Q4	$366K	Sell	8,845 -2,880	-25%	-$118K	0.04%	267
2025 Q3	$464K	Sell	11,725 -637	-5%	-$24.6K	0.05%	221
2025 Q2	$469K	Sell	12,362 -36,906	-75%	-$1.35M	0.06%	213
2025 Q1	$1.79M	Buy	+49,268	New	+$1.8M	0.26%	101
2024 Q3	–	Sell	-37,544	Closed	-$1.33M	–	263
2024 Q2	$1.33M	Sell	37,544 -18,571	-33%	-$652K	0.2%	118
2024 Q1	$1.96M	Buy	+56,115	New	+$1.85M	0.29%	94

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

Keebeck Wealth Management's HEFA Position: Q2 2026 in Review

Keebeck Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 8,264 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #311.

Keebeck Wealth Management first reported a position in HEFA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.96M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Keebeck Wealth Management held 8,264 shares of iShares Currency Hedged MSCI EAFE ETF worth $388K as of Q2 2026.
Keebeck Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #311 holding.
Keebeck Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
Keebeck Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.96M in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.