Merit Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Merit 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 Q1	$1.51M	Sell	35,552 -4,936	-12%	-$213K	0.01%	803
2025 Q4	$1.67M	Sell	40,488 -10,016	-20%	-$410K	0.01%	710
2025 Q3	$2M	Sell	50,504 -48,225	-49%	-$1.86M	0.02%	572
2025 Q2	$3.75M	Sell	98,729 -294,053	-75%	-$10.8M	0.04%	344
2025 Q1	$14.3M	Buy	392,782 +372,209	+1,809%	+$13.6M	0.21%	83
2024 Q4	$715K	Buy	20,573 +12,385	+151%	+$436K	0.01%	602
2024 Q3	$290K	Sell	8,188 -112,819	-93%	-$3.92M	0.01%	681
2024 Q2	$4.3M	Sell	121,007 -42,659	-26%	-$1.5M	0.09%	164
2024 Q1	$5.68M	Buy	+163,666	New	+$5.39M	0.14%	125

Other funds holding HEFA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return