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 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 $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

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

Keebeck Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.6% in Q1 2026, selling an estimated $25K and leaving 8,264 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #284.

Keebeck Wealth Management first reported a position in HEFA in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Keebeck Wealth Management held 8,264 shares of iShares Currency Hedged MSCI EAFE ETF worth $351K as of Q1 2026.
Keebeck Wealth Management sold 581 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $25K.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #284 holding.
Keebeck Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
Keebeck Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.96M in Q1 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.