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Legacy Edge Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Legacy Edge Advisors’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 		$221K Buy
+4,702
New +$212K 0.02% 227
2024
Q3 		– Sell
-11,994
Closed -$426K – 188
2024
Q2 		$426K Buy
11,994
+5,924
+98% +$208K 0.08% 108
2024
Q1 		$212K Buy
+6,070
New +$200K 0.04% 160

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Edge Advisors's HEFA Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,702 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings. This is a return to the name: Legacy Edge Advisors previously reported a position in HEFA as recently as Q2 2024.

Legacy Edge Advisors first reported a position in HEFA in Q1 2024 and has held it in 3 quarters since. The position peaked at $426K in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Legacy Edge Advisors held 4,702 shares of iShares Currency Hedged MSCI EAFE ETF worth $221K as of Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF was a new Legacy Edge Advisors position in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #227 holding.
  • Legacy Edge Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $426K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.