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

M Wealth Management 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 Q2	$742K	Hold	15,804	–	–	0.58%	27
2026 Q1	$672K	Sell	15,804 -600	-4%	-$25.8K	0.57%	27
2025 Q4	$678K	Buy	16,404 +291	+2%	+$11.9K	0.59%	25
2025 Q3	$638K	Buy	16,113 +271	+2%	+$10.4K	0.56%	27
2025 Q2	$601K	Hold	15,842	–	–	0.55%	26
2025 Q1	$575K	Hold	15,842	–	–	0.54%	26
2024 Q4	$551K	Buy	+15,842	New	+$558K	0.5%	25

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

M Wealth Management LLC's HEFA Position: Q2 2026 in Review

M Wealth Management LLC held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 15,804 shares worth $742K. The position accounts for 0.58% of the portfolio, ranked #27.

M Wealth Management LLC first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

M Wealth Management LLC held 15,804 shares of iShares Currency Hedged MSCI EAFE ETF worth $742K as of Q2 2026.
M Wealth Management LLC left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.58% of M Wealth Management LLC's portfolio in Q2 2026, its #27 holding.
M Wealth Management LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.