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

Merkkuri 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	$516K	Hold	12,152	–	–	0.34%	56
2025 Q4	$503K	Buy	12,152 +215	+2%	+$8.81K	0.34%	56
2025 Q3	$473K	Sell	11,937 -1,231	-9%	-$47.4K	0.34%	56
2025 Q2	$500K	Sell	13,168 -8,625	-40%	-$315K	0.38%	53
2025 Q1	$791K	Buy	21,793 +3,648	+20%	+$133K	0.68%	38
2024 Q4	$631K	Sell	18,145 -691	-4%	-$24.3K	0.5%	47
2024 Q3	$667K	Sell	18,836 -4,024	-18%	-$140K	0.53%	44
2024 Q2	$813K	Buy	+22,860	New	+$802K	0.75%	37

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

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

Merkkuri Wealth Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 12,152 shares worth $516K. The position accounts for 0.34% of the portfolio, ranked #56.

Merkkuri Wealth Advisors first reported a position in HEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $813K in Q2 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Merkkuri Wealth Advisors held 12,152 shares of iShares Currency Hedged MSCI EAFE ETF worth $516K as of Q1 2026.
Merkkuri Wealth Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.34% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Merkkuri Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $813K in Q2 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.