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

Liberty 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	$1.34M	Hold	31,518	–	–	0.17%	82
2026 Q1	$1.34M	Sell	31,518 -23,086	-42%	-$995K	0.17%	82
2025 Q4	$2.26M	Sell	54,604 -1,923	-3%	-$78.8K	0.29%	64
2025 Q3	$2.24M	Sell	56,527 -535	-0.9%	-$20.6K	0.32%	62
2025 Q2	$2.17M	Buy	+57,062	New	+$2.09M	0.34%	57
2024 Q4	–	Sell	-92,980	Closed	-$3.29M	–	231
2024 Q3	$3.29M	Sell	92,980 -116,361	-56%	-$4.04M	0.56%	42
2024 Q2	$3.52M	Buy	209,341 +165,151	+374%	+$5.8M	0.65%	37
2024 Q1	$1.53M	Buy	+44,190	New	+$1.46M	0.3%	55
2021 Q2	–	Sell	-175	Closed	-$5K	–	1110
2021 Q1	$5K	Hold	175	–	–	﹤0.01%	696
2020 Q4	$5K	Hold	175	–	–	﹤0.01%	691
2020 Q3	$5K	Hold	175	–	–	﹤0.01%	620
2020 Q2	$5K	Hold	175	–	–	﹤0.01%	601
2020 Q1	$4K	Hold	175	–	–	﹤0.01%	618
2019 Q4	$5K	Hold	175	–	–	﹤0.01%	666
2019 Q3	$5K	Sell	175 -171	-49%	-$4.99K	﹤0.01%	631
2019 Q2	$10K	Buy	346 +171	+98%	+$5.02K	0.01%	523
2019 Q1	$5K	Hold	175	–	–	﹤0.01%	540
2018 Q4	$4K	Buy	+175	New	+$4.87K	﹤0.01%	586

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

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

Liberty Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 31,518 shares worth $1.34M. The position accounts for 0.17% of the portfolio, ranked #82.

Liberty Wealth Management first reported a position in HEFA in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.52M in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Liberty Wealth Management held 31,518 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.34M as of Q2 2026.
Liberty Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.17% of Liberty Wealth Management's portfolio in Q2 2026, its #82 holding.
Liberty Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and has held it in 18 quarters since.
Liberty Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.52M in Q2 2024.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.