MGO One Seven’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

MGO One Seven’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	$388K	Sell	8,272 -126	-2%	-$5.67K	0.01%	1102
2026 Q1	$357K	Buy	8,398 +310	+4%	+$13.4K	0.01%	1064
2025 Q4	$335K	Buy	8,088 +110	+1%	+$4.51K	0.01%	1068
2025 Q3	$316K	Sell	7,978 -81	-1%	-$3.12K	0.01%	1012
2025 Q2	$306K	Sell	8,059 -23	-0.3%	-$841	0.01%	925
2025 Q1	$293K	Buy	8,082 +2,132	+36%	+$77.7K	0.01%	827
2024 Q4	$207K	Buy	+5,950	New	+$210K	0.01%	1003
2024 Q3	–	Sell	-9,230	Closed	-$328K	–	1015
2024 Q2	$328K	Sell	9,230 -1,069	-10%	-$37.5K	0.02%	715
2024 Q1	$359K	Buy	+10,299	New	+$339K	0.02%	666
2022 Q4	–	Sell	-10,230	Closed	-$160K	–	759
2022 Q3	$160K	Buy	+10,230	New	+$326K	0.01%	656

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

MGO One Seven's HEFA Position: Q2 2026 in Review

MGO One Seven reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.5% in Q2 2026, selling an estimated $5.67K and leaving 8,272 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #1102.

MGO One Seven first reported a position in HEFA in Q3 2022 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

MGO One Seven held 8,272 shares of iShares Currency Hedged MSCI EAFE ETF worth $388K as of Q2 2026.
MGO One Seven sold 126 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $5.67K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1102 holding.
MGO One Seven first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.