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

Meridian 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	$812K	Sell	17,310 -1,600	-8%	-$72K	0.03%	431
2026 Q1	$804K	Sell	18,910 -383	-2%	-$16.5K	0.03%	395
2025 Q4	$798K	Sell	19,293 -867	-4%	-$35.5K	0.03%	389
2025 Q3	$799K	Sell	20,160 -260,943	-93%	-$10.1M	0.03%	378
2025 Q2	$10.7M	Sell	281,103 -38,368	-12%	-$1.4M	0.46%	44
2025 Q1	$11.6M	Buy	319,471 +1,907	+0.6%	+$69.5K	0.56%	36
2024 Q4	$11M	Buy	317,564 +43,138	+16%	+$1.52M	0.52%	39
2024 Q3	$9.72M	Buy	274,426 +99,809	+57%	+$3.47M	0.48%	44
2024 Q2	$6.21M	Buy	+174,617	New	+$6.13M	0.74%	25
2024 Q1	–	Sell	-100,381	Closed	-$3.16M	–	334
2023 Q4	$3.16M	Buy	+100,381	New	+$3.06M	0.2%	114

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

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

Meridian Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 8.5% in Q2 2026, selling an estimated $72K and leaving 17,310 shares worth $812K. The position accounts for 0.03% of the portfolio, ranked #431.

Meridian Wealth Management first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.6M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Meridian Wealth Management held 17,310 shares of iShares Currency Hedged MSCI EAFE ETF worth $812K as of Q2 2026.
Meridian Wealth Management sold 1,600 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $72K.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #431 holding.
Meridian Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Meridian Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $11.6M in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.