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

LexAurum 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	$1.04M	Hold	22,140	–	–	0.12%	151
2026 Q1	$941K	Buy	+22,140	New	+$954K	0.12%	143
2025 Q3	$1.01M	Sell	25,506 -3,507	-12%	-$135K	0.14%	121
2025 Q2	$1.1M	Sell	29,013 -1,306	-4%	-$47.7K	0.17%	111
2025 Q1	$1.1M	Buy	30,319 +1,511	+5%	+$55.1K	0.21%	99
2024 Q4	$1M	Sell	28,808 -2,272	-7%	-$80K	0.2%	105
2024 Q3	$1.1M	Sell	31,080 -5,403	-15%	-$188K	0.24%	88
2024 Q2	$1.3M	Buy	36,483 +5,168	+17%	+$181K	0.32%	70
2024 Q1	$1.09M	Buy	31,315 +955	+3%	+$31.4K	0.27%	79
2023 Q4	$957K	Buy	30,360 +4,660	+18%	+$142K	0.25%	86
2023 Q3	$774K	Buy	25,700 +10,791	+72%	+$327K	0.23%	97
2023 Q2	$462K	Buy	14,909 +7,573	+103%	+$229K	0.14%	139
2023 Q1	$216K	Buy	+7,336	New	+$212K	0.07%	229

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

LexAurum Advisors's HEFA Position: Q2 2026 in Review

LexAurum Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 22,140 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #151.

LexAurum Advisors first reported a position in HEFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

LexAurum Advisors held 22,140 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.04M as of Q2 2026.
LexAurum Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.12% of LexAurum Advisors's portfolio in Q2 2026, its #151 holding.
LexAurum Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
LexAurum Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.3M in Q2 2024.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.