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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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kestra Advisory Services's HEFA Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.7% in Q1 2026, selling an estimated $450K and leaving 146,329 shares worth $6.22M. The position accounts for 0.02% of the portfolio, ranked #683.

Kestra Advisory Services first reported a position in HEFA in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.87M in Q3 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Kestra Advisory Services held 146,329 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.22M as of Q1 2026.
  • Kestra Advisory Services sold 10,438 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $450K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #683 holding.
  • Kestra Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $7.87M in Q3 2024.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.