McKinley Carter Wealth Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

McKinley Carter Wealth Services’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	$384K	Sell	8,186 -541	-6%	-$24.3K	0.02%	255
2026 Q1	$371K	Sell	8,727 -21	-0.2%	-$905	0.02%	240
2025 Q4	$362K	Sell	8,748 -710	-8%	-$29.1K	0.02%	258
2025 Q3	$375K	Hold	9,458	–	–	0.02%	249
2025 Q2	$359K	Sell	9,458 -893	-9%	-$32.6K	0.02%	247
2025 Q1	$376K	Sell	10,351 -2,594	-20%	-$94.6K	0.02%	241
2024 Q4	$450K	Sell	12,945 -2,528	-16%	-$89K	0.03%	210
2024 Q3	$548K	Sell	15,473 -2,117	-12%	-$73.6K	0.03%	200
2024 Q2	$625K	Sell	17,590 -407	-2%	-$14.3K	0.04%	189
2024 Q1	$628K	Sell	17,997 -2,894	-14%	-$95.3K	0.04%	193
2023 Q4	$658K	Sell	20,891 -323	-2%	-$9.85K	0.05%	179
2023 Q3	$639K	Sell	21,214 -1,924	-8%	-$58.2K	0.05%	177
2023 Q2	$717K	Sell	23,138 -1,708	-7%	-$51.7K	0.05%	177
2023 Q1	$732K	Sell	24,846 -8,152	-25%	-$235K	0.06%	176
2022 Q4	$891K	Sell	32,998 -10,109	-23%	-$310K	0.08%	147
2022 Q3	$1.29M	Sell	43,107 -8,675	-17%	-$276K	0.12%	116
2022 Q2	$1.65M	Sell	51,782 -10,256	-17%	-$340K	0.15%	104
2022 Q1	$2.11M	Sell	62,038 -9,409	-13%	-$320K	0.16%	98
2021 Q4	$2.52M	Sell	71,447 -14,033	-16%	-$496K	0.19%	91
2021 Q3	$2.94M	Sell	85,480 -7,961	-9%	-$276K	0.24%	82
2021 Q2	$3.24M	Sell	93,441 -4,190	-4%	-$142K	0.27%	77
2021 Q1	$3.22M	Sell	97,631 -3,410	-3%	-$109K	0.28%	80
2020 Q4	$3.08M	Buy	+101,041	New	+$2.95M	0.4%	70

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

McKinley Carter Wealth Services's HEFA Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.2% in Q2 2026, selling an estimated $24.3K and leaving 8,186 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #255.

McKinley Carter Wealth Services first reported a position in HEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.24M in Q2 2021. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

McKinley Carter Wealth Services held 8,186 shares of iShares Currency Hedged MSCI EAFE ETF worth $384K as of Q2 2026.
McKinley Carter Wealth Services sold 541 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $24.3K.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #255 holding.
McKinley Carter Wealth Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
McKinley Carter Wealth Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.24M in Q2 2021.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.