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 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 $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

M Wealth Management LLC's HEFA Position: Q1 2026 in Review

M Wealth Management LLC reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q1 2026, selling an estimated $25.8K and leaving 15,804 shares worth $672K. The position accounts for 0.57% of the portfolio, ranked #27.

M Wealth Management LLC first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $678K in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

M Wealth Management LLC held 15,804 shares of iShares Currency Hedged MSCI EAFE ETF worth $672K as of Q1 2026.
M Wealth Management LLC sold 600 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $25.8K.
iShares Currency Hedged MSCI EAFE ETF made up 0.57% of M Wealth Management LLC's portfolio in Q1 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 6 quarters since.
M Wealth Management LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $678K in Q4 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.