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

Kestra Private Wealth 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	$1.03M	Sell	21,916 -3,572	-14%	-$161K	0.01%	882
2026 Q1	$1.08M	Sell	25,488 -19,518	-43%	-$841K	0.01%	798
2025 Q4	$1.86M	Sell	45,006 -4,863	-10%	-$199K	0.02%	564
2025 Q3	$1.98M	Sell	49,869 -7,427	-13%	-$286K	0.03%	527
2025 Q2	$2.17M	Buy	57,296 +23,765	+71%	+$869K	0.03%	474
2025 Q1	$1.22M	Buy	33,531 +17,580	+110%	+$641K	0.02%	612
2024 Q4	$554K	Sell	15,951 -5,556	-26%	-$196K	0.01%	880
2024 Q3	$762K	Sell	21,507 -10,520	-33%	-$366K	0.01%	707
2024 Q2	$1.14M	Buy	32,027 +215	+0.7%	+$7.54K	0.02%	533
2024 Q1	$1.11M	Sell	31,812 -904	-3%	-$29.8K	0.03%	527
2023 Q4	$1.03M	Buy	+32,716	New	+$997K	0.03%	523

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 Private Wealth Services's HEFA Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 14% in Q2 2026, selling an estimated $161K and leaving 21,916 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #882.

Kestra Private Wealth Services first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q2 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Kestra Private Wealth Services held 21,916 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.03M as of Q2 2026.
Kestra Private Wealth Services sold 3,572 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $161K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #882 holding.
Kestra Private Wealth Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.17M in Q2 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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