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 Q2	$430K	Sell	9,166 -2,986	-25%	-$134K	0.27%	59
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 $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

Merkkuri Wealth Advisors's HEFA Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 25% in Q2 2026, selling an estimated $134K and leaving 9,166 shares worth $430K. The position accounts for 0.27% of the portfolio, ranked #59.

Merkkuri Wealth Advisors first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $813K in Q2 2024. 452 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Merkkuri Wealth Advisors held 9,166 shares of iShares Currency Hedged MSCI EAFE ETF worth $430K as of Q2 2026.
Merkkuri Wealth Advisors sold 2,986 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $134K.
iShares Currency Hedged MSCI EAFE ETF made up 0.27% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Merkkuri Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $813K in Q2 2024.
452 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.