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

Lido 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 Q1	$10.8M	Sell	253,975 -86,853	-25%	-$3.74M	0.03%	305
2025 Q4	$14.1M	Sell	340,828 -5,557	-2%	-$228K	0.04%	265
2025 Q3	$13.7M	Buy	+346,385	New	+$13.4M	0.04%	254
2025 Q2	–	Sell	-6,531	Closed	-$237K	–	1699
2025 Q1	$237K	Buy	6,531 +208	+3%	+$7.58K	﹤0.01%	1313
2024 Q4	$220K	Buy	+6,323	New	+$223K	﹤0.01%	1345
2023 Q4	–	Sell	-25,969	Closed	-$782K	–	1378
2023 Q3	$782K	Buy	+25,969	New	+$786K	0.01%	607

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lido Advisors's HEFA Position: Q1 2026 in Review

Lido Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 25% in Q1 2026, selling an estimated $3.74M and leaving 253,975 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #305.

Lido Advisors first reported a position in HEFA in Q3 2023 and has held it in 6 quarters since. The position peaked at $14.1M in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Lido Advisors held 253,975 shares of iShares Currency Hedged MSCI EAFE ETF worth $10.8M as of Q1 2026.
Lido Advisors sold 86,853 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $3.74M.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #305 holding.
Lido Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 6 quarters since.
Lido Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $14.1M in Q4 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.