MFG
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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
Q2 		$1.32M Sell
28,064
-7,488
-21% -$337K 0.01% 937
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
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

Merit Financial Group's HEFA Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 21% in Q2 2026, selling an estimated $337K and leaving 28,064 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #937.

Merit Financial Group first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.3M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Merit Financial Group held 28,064 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.32M as of Q2 2026.
  • Merit Financial Group sold 7,488 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $337K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #937 holding.
  • Merit Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • Merit Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $14.3M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.