MA Private Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

MA Private Wealth’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 Q3	$940K	Hold	20,268	–	–	0.14%	53
2026 Q2	$951K	Sell	20,268 -893	-4%	-$40.2K	0.14%	55
2026 Q1	$899K	Sell	21,161 -1,675	-7%	-$72.2K	0.15%	54
2025 Q4	$944K	Sell	22,836 -131,108	-85%	-$5.37M	0.16%	51
2025 Q3	$6.1M	Sell	153,944 -4,672	-3%	-$180K	1.03%	23
2025 Q2	$6.02M	Sell	158,616 -12,921	-8%	-$472K	1.08%	23
2025 Q1	$6.23M	Buy	171,537 +34,522	+25%	+$1.26M	1.17%	17
2024 Q4	$4.76M	Buy	137,015 +7,684	+6%	+$271K	0.89%	19
2024 Q3	$4.58M	Buy	+129,331	New	+$4.5M	0.86%	21

Other funds holding HEFA

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

MA Private Wealth's HEFA Position: Q3 2026 in Review

MA Private Wealth held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 20,268 shares worth $940K. The position accounts for 0.14% of the portfolio, ranked #53.

MA Private Wealth first reported a position in HEFA in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.23M in Q1 2025. 294 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

MA Private Wealth held 20,268 shares of iShares Currency Hedged MSCI EAFE ETF worth $940K as of Q3 2026.
MA Private Wealth left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.14% of MA Private Wealth's portfolio in Q3 2026, its #53 holding.
MA Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 9 quarters since.
MA Private Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.23M in Q1 2025.
294 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on MA Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.