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 Q2	$5.5M	Sell	117,305 -32,399	-22%	-$1.46M	0.33%	55
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 $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

Keystone Financial Group (Kentucky)'s HEFA Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 22% in Q2 2026, selling an estimated $1.46M and leaving 117,305 shares worth $5.5M. The position accounts for 0.33% of the portfolio, ranked #55.

Keystone Financial Group (Kentucky) first reported a position in HEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.84M in Q2 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Keystone Financial Group (Kentucky) held 117,305 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.5M as of Q2 2026.
Keystone Financial Group (Kentucky) sold 32,399 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.46M.
iShares Currency Hedged MSCI EAFE ETF made up 0.33% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #55 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
Keystone Financial Group (Kentucky)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $6.84M in Q2 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.