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 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

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

MA Private Wealth's HEFA Position: Q1 2026 in Review

MA Private Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7.3% in Q1 2026, selling an estimated $72.2K and leaving 21,161 shares worth $899K. The position accounts for 0.15% of the portfolio, ranked #54.

MA Private Wealth first reported a position in HEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.23M in Q1 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

MA Private Wealth held 21,161 shares of iShares Currency Hedged MSCI EAFE ETF worth $899K as of Q1 2026.
MA Private Wealth sold 1,675 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $72.2K.
iShares Currency Hedged MSCI EAFE ETF made up 0.15% of MA Private Wealth's portfolio in Q1 2026, its #54 holding.
MA Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
MA Private Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.23M in Q1 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.