MWM
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Maltin Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Maltin Wealth Management’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 		$370K Sell
7,883
-264
-3% -$11.9K 0.12% 99
2026
Q1 		$346K Sell
8,147
-34,558
-81% -$1.49M 0.13% 95
2025
Q4 		$1.77M Buy
42,705
+2,463
+6% +$101K 0.7% 45
2025
Q3 		$1.59M Buy
40,242
+2,183
+6% +$84.1K 0.66% 45
2025
Q2 		$1.44M Buy
38,059
+1,606
+4% +$58.7K 0.65% 44
2025
Q1 		$1.32M Sell
36,453
-58
-0.2% -$2.11K 0.62% 45
2024
Q4 		$1.27M Buy
36,511
+442
+1% +$15.6K 0.62% 48
2024
Q3 		$1.28M Buy
36,069
+97
+0.3% +$3.37K 0.62% 49
2024
Q2 		$1.28M Buy
35,972
+761
+2% +$26.7K 0.69% 46
2024
Q1 		$1.23M Buy
35,211
+4,599
+15% +$151K 0.69% 47
2023
Q4 		$965K Buy
30,612
+81
+0.3% +$2.47K 0.61% 55
2023
Q3 		$919K Buy
30,531
+619
+2% +$18.7K 0.64% 55
2023
Q2 		$927K Buy
29,912
+1,193
+4% +$36.1K 0.66% 50
2023
Q1 		$846K Buy
28,719
+414
+1% +$12K 0.61% 53
2022
Q4 		$764K Buy
28,305
+4,417
+18% +$135K 0.56% 53
2022
Q3 		$714K Buy
23,888
+852
+4% +$27.2K 0.56% 62
2022
Q2 		$733K Sell
23,036
-24,135
-51% -$800K 0.53% 63
2022
Q1 		$1.6M Buy
47,171
+543
+1% +$18.5K 1.06% 32
2021
Q4 		$1.65M Buy
46,628
+940
+2% +$33.2K 0.99% 35
2021
Q3 		$1.57M Buy
45,688
+632
+1% +$21.9K 0.96% 32
2021
Q2 		$1.56M Sell
45,056
-253
-0.6% -$8.59K 0.95% 33
2021
Q1 		$1.49M Sell
45,309
-2,342
-5% -$74.7K 0.97% 32
2020
Q4 		$1.45M Sell
47,651
-6,136
-11% -$179K 1.02% 32
2020
Q3 		$1.48M Sell
53,787
-4,145
-7% -$115K 1.05% 31
2020
Q2 		$1.6M Buy
57,932
+1,972
+4% +$51.6K 1.21% 28
2020
Q1 		$1.35M Sell
55,960
-36,934
-40% -$1.05M 1.15% 28
2019
Q4 		$2.83M Buy
+92,894
New +$2.83M 1.83% 18

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Maltin Wealth Management's HEFA Position: Q2 2026 in Review

Maltin Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.2% in Q2 2026, selling an estimated $11.9K and leaving 7,883 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #99.

Maltin Wealth Management first reported a position in HEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.83M in Q4 2019. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Maltin Wealth Management held 7,883 shares of iShares Currency Hedged MSCI EAFE ETF worth $370K as of Q2 2026.
  • Maltin Wealth Management sold 264 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.12% of Maltin Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Maltin Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Maltin Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.83M in Q4 2019.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.