Lodestar Private Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Lodestar Private Asset 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	$1.1M	Buy	23,340 +2,675	+13%	+$120K	0.09%	105
2026 Q1	$878K	Hold	20,665	–	–	0.09%	112
2025 Q4	$855K	Buy	20,665 +4,640	+29%	+$190K	0.09%	112
2025 Q3	$635K	Buy	16,025 +1,000	+7%	+$38.5K	0.07%	136
2025 Q2	$570K	Buy	15,025 +215	+1%	+$7.86K	0.07%	132
2025 Q1	$537K	Buy	14,810 +2,500	+20%	+$91.1K	0.07%	134
2024 Q4	$428K	Buy	12,310 +350	+3%	+$12.3K	0.05%	147
2024 Q3	$424K	Buy	11,960 +1,850	+18%	+$64.3K	0.05%	149
2024 Q2	$359K	Buy	10,110 +150	+2%	+$5.26K	0.05%	161
2024 Q1	$347K	Buy	9,960 +300	+3%	+$9.88K	0.05%	162
2023 Q4	$304K	Buy	9,660 +380	+4%	+$11.6K	0.05%	163
2023 Q3	$279K	Buy	9,280 +280	+3%	+$8.47K	0.05%	162
2023 Q2	$279K	Hold	9,000	–	–	0.05%	167
2023 Q1	$265K	Sell	9,000 -1,500	-14%	-$43.3K	0.05%	165
2022 Q4	$284K	Buy	+10,500	New	+$322K	0.05%	160

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

Lodestar Private Asset Management's HEFA Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 13% in Q2 2026, buying an estimated $120K and bringing the position to 23,340 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #105.

Lodestar Private Asset Management first reported a position in HEFA in Q4 2022 and has held it in 15 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Lodestar Private Asset Management held 23,340 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.1M as of Q2 2026.
Lodestar Private Asset Management bought 2,675 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $120K.
iShares Currency Hedged MSCI EAFE ETF made up 0.09% of Lodestar Private Asset Management's portfolio in Q2 2026, its #105 holding.
Lodestar Private Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.