Meridian Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Meridian Wealth Advisors’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	$732K	Buy	17,221 +2,096	+14%	+$90.3K	0.1%	112
2025 Q4	$626K	Buy	+15,125	New	+$620K	0.09%	119
2023 Q1	–	Sell	-136,212	Closed	-$3.68M	–	191
2022 Q4	$3.68M	Buy	136,212 +48,206	+55%	+$1.48M	0.95%	28
2022 Q3	$2.63M	Buy	88,006 +1,372	+2%	+$43.7K	0.74%	33
2022 Q2	$2.76M	Sell	86,634 -1,690	-2%	-$56K	0.73%	34
2022 Q1	$3M	Buy	88,324 +3,940	+5%	+$134K	0.7%	35
2021 Q4	$2.98M	Buy	84,384 +998	+1%	+$35.2K	0.72%	31
2021 Q3	$2.87M	Buy	83,386 +2,751	+3%	+$95.5K	0.8%	26
2021 Q2	$2.79M	Buy	80,635 +7,177	+10%	+$244K	0.79%	25
2021 Q1	$2.42M	Buy	73,458 +3,373	+5%	+$108K	0.8%	25
2020 Q4	$2.13M	Buy	70,085 +7,079	+11%	+$207K	0.78%	27
2020 Q3	$1.74M	Buy	63,006 +170	+0.3%	+$4.71K	0.75%	29
2020 Q2	$1.73M	Sell	62,836 -2,549	-4%	-$66.7K	0.8%	26
2020 Q1	$1.58M	Sell	65,385 -50,232	-43%	-$1.43M	0.88%	26
2019 Q4	$3.53M	Sell	115,617 -392	-0.3%	-$12K	1.39%	16
2019 Q3	$3.47M	Sell	116,009 -13,705	-11%	-$400K	1.49%	16
2019 Q2	$3.87M	Buy	129,714 +1,510	+1%	+$44.4K	2.7%	8
2019 Q1	$3.7M	Buy	128,204 +5,265	+4%	+$146K	2.7%	8
2018 Q4	$3.17M	Buy	+122,939	New	+$3.42M	2.44%	5

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

Meridian Wealth Advisors's HEFA Position: Q1 2026 in Review

Meridian Wealth Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 14% in Q1 2026, buying an estimated $90.3K and bringing the position to 17,221 shares worth $732K. The position accounts for 0.1% of the portfolio, ranked #112.

Meridian Wealth Advisors first reported a position in HEFA in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.87M in Q2 2019. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Meridian Wealth Advisors held 17,221 shares of iShares Currency Hedged MSCI EAFE ETF worth $732K as of Q1 2026.
Meridian Wealth Advisors bought 2,096 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $90.3K.
iShares Currency Hedged MSCI EAFE ETF made up 0.1% of Meridian Wealth Advisors's portfolio in Q1 2026, its #112 holding.
Meridian Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and has held it in 19 quarters since.
Meridian Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.87M in Q2 2019.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.