Kestra Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kestra Advisory Services’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	$7.13M	Buy	151,916 +5,587	+4%	+$251K	0.02%	662
2026 Q1	$6.22M	Sell	146,329 -10,438	-7%	-$450K	0.02%	683
2025 Q4	$6.48M	Buy	156,767 +13,437	+9%	+$551K	0.03%	592
2025 Q3	$5.68M	Sell	143,330 -37,328	-21%	-$1.44M	0.03%	621
2025 Q2	$6.86M	Sell	180,658 -5,138	-3%	-$188K	0.03%	504
2025 Q1	$6.74M	Buy	185,796 +34,994	+23%	+$1.28M	0.03%	469
2024 Q4	$5.24M	Sell	150,802 -71,255	-32%	-$2.51M	0.03%	560
2024 Q3	$7.87M	Buy	222,057 +4,229	+2%	+$147K	0.04%	437
2024 Q2	$7.74M	Buy	217,828 +43,465	+25%	+$1.53M	0.04%	437
2024 Q1	$6.08M	Buy	174,363 +69,403	+66%	+$2.29M	0.04%	461
2023 Q4	$3.31M	Buy	104,960 +58,963	+128%	+$1.8M	0.03%	600
2023 Q3	$1.38M	Sell	45,997 -2,336	-5%	-$70.7K	0.01%	846
2023 Q2	$1.5M	Buy	48,333 +2,825	+6%	+$85.5K	0.02%	801
2023 Q1	$1.34M	Buy	45,508 +22,765	+100%	+$657K	0.01%	815
2022 Q4	$614K	Sell	22,743 -16,690	-42%	-$511K	0.01%	1276
2022 Q3	$1.18M	Buy	39,433 +821	+2%	+$26.2K	0.01%	894
2022 Q2	$1.23M	Buy	38,612 +18,328	+90%	+$607K	0.01%	876
2022 Q1	$688K	Buy	20,284 +5,547	+38%	+$189K	0.01%	1114
2021 Q4	$521K	Sell	14,737 -12,134	-45%	-$428K	0.01%	1296
2021 Q3	$924K	Buy	26,871 +10,556	+65%	+$366K	0.01%	1065
2021 Q2	$565K	Sell	16,315 -514	-3%	-$17.5K	0.01%	1227
2021 Q1	$555K	Sell	16,829 -27,949	-62%	-$891K	0.01%	1138
2020 Q4	$1.37M	Buy	44,778 +26,939	+151%	+$786K	0.02%	729
2020 Q3	$491K	Buy	+17,839	New	+$495K	0.01%	897

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

Kestra Advisory Services's HEFA Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.8% in Q2 2026, buying an estimated $251K and bringing the position to 151,916 shares worth $7.13M. The position accounts for 0.02% of the portfolio, ranked #662.

Kestra Advisory Services first reported a position in HEFA in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.87M in Q3 2024. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Kestra Advisory Services held 151,916 shares of iShares Currency Hedged MSCI EAFE ETF worth $7.13M as of Q2 2026.
Kestra Advisory Services bought 5,587 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $251K.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #662 holding.
Kestra Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $7.87M in Q3 2024.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.