Leo Wealth LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Leo Wealth LLC’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	$351K	Hold	8,271	–	–	0.03%	323
2025 Q4	$342K	Hold	8,271	–	–	0.02%	326
2025 Q3	$328K	Hold	8,271	–	–	0.04%	222
2025 Q2	$314K	Hold	8,271	–	–	0.02%	302
2025 Q1	$300K	Hold	8,271	–	–	0.04%	223
2024 Q4	$287K	Hold	8,271	–	–	0.03%	296
2024 Q3	$293K	Hold	8,271	–	–	0.03%	283
2024 Q2	$294K	Hold	8,271	–	–	0.03%	273
2024 Q1	$288K	Hold	8,271	–	–	0.03%	271
2023 Q4	$261K	Buy	+8,271	New	+$252K	0.03%	275

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Leo Wealth LLC's HEFA Position: Q1 2026 in Review

Leo Wealth LLC held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 8,271 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #323.

Leo Wealth LLC first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Leo Wealth LLC held 8,271 shares of iShares Currency Hedged MSCI EAFE ETF worth $351K as of Q1 2026.
Leo Wealth LLC left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #323 holding.
Leo Wealth LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.