Mach-1 Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Mach-1 Financial Group’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	$617K	Buy	13,147 +1,167	+10%	+$52.5K	0.24%	47
2026 Q1	$509K	Buy	11,980 +2,612	+28%	+$113K	0.18%	88
2025 Q4	$387K	Buy	9,368 +1,742	+23%	+$71.4K	0.08%	191
2025 Q3	$302K	Buy	+7,626	New	+$294K	0.05%	173

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

Mach-1 Financial Group's HEFA Position: Q2 2026 in Review

Mach-1 Financial Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 9.7% in Q2 2026, buying an estimated $52.5K and bringing the position to 13,147 shares worth $617K. The position accounts for 0.24% of the portfolio, ranked #47.

Mach-1 Financial Group first reported a position in HEFA in Q3 2025 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Mach-1 Financial Group held 13,147 shares of iShares Currency Hedged MSCI EAFE ETF worth $617K as of Q2 2026.
Mach-1 Financial Group bought 1,167 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $52.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.24% of Mach-1 Financial Group's portfolio in Q2 2026, its #47 holding.
Mach-1 Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.