Kingsview Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kingsview Wealth Management’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	$3.75M	Buy	79,875 +3,602	+5%	+$162K	0.05%	394
2026 Q1	$3.24M	Sell	76,273 -2,489	-3%	-$107K	0.04%	398
2025 Q4	$3.26M	Buy	78,762 +3,816	+5%	+$156K	0.05%	371
2025 Q3	$2.97M	Sell	74,946 -124,523	-62%	-$4.8M	0.05%	382
2025 Q2	$7.57M	Buy	199,469 +175,076	+718%	+$6.4M	0.13%	171
2025 Q1	$885K	Buy	24,393 +57	+0.2%	+$2.08K	0.02%	582
2024 Q4	$846K	Buy	24,336 +454	+2%	+$16K	0.02%	591
2024 Q3	$846K	Buy	+23,882	New	+$830K	0.02%	575

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

Kingsview Wealth Management's HEFA Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.7% in Q2 2026, buying an estimated $162K and bringing the position to 79,875 shares worth $3.75M. The position accounts for 0.05% of the portfolio, ranked #394.

Kingsview Wealth Management first reported a position in HEFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.57M in Q2 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Kingsview Wealth Management held 79,875 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.75M as of Q2 2026.
Kingsview Wealth Management bought 3,602 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $162K.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #394 holding.
Kingsview Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Kingsview Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $7.57M in Q2 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.