Keystone Financial Group (Kentucky)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Keystone Financial Group (Kentucky)’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	$6.36M	Buy	149,704 +143,534	+2,326%	+$6.18M	0.44%	44
2025 Q4	$255K	Sell	6,170 -3,076	-33%	-$126K	0.02%	384
2025 Q3	$366K	Sell	9,246 -171,000	-95%	-$6.59M	0.03%	288
2025 Q2	$6.84M	Buy	180,246 +89,457	+99%	+$3.27M	0.62%	32
2025 Q1	$3.29M	Sell	90,789 -86,217	-49%	-$3.14M	0.33%	65
2024 Q4	$6.15M	Buy	177,006 +13,608	+8%	+$479K	0.61%	31
2024 Q3	$5.79M	Buy	+163,398	New	+$5.68M	0.74%	30
2024 Q2	–	Sell	-80,449	Closed	-$2.81M	–	215
2024 Q1	$2.81M	Buy	+80,449	New	+$2.65M	0.41%	53

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

Keystone Financial Group (Kentucky)'s HEFA Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2,326% in Q1 2026, buying an estimated $6.18M and bringing the position to 149,704 shares worth $6.36M. The position accounts for 0.44% of the portfolio, ranked #44.

Keystone Financial Group (Kentucky) first reported a position in HEFA in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.84M in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Keystone Financial Group (Kentucky) held 149,704 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.36M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 143,534 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $6.18M.
iShares Currency Hedged MSCI EAFE ETF made up 0.44% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #44 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $6.84M in Q2 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.