Milestone Asset Management Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Milestone Asset Management 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	$390K	Hold	9,167	–	–	0.23%	86
2025 Q4	$379K	Sell	9,167 -178	-2%	-$7.29K	0.21%	86
2025 Q3	$370K	Buy	9,345 +17	+0.2%	+$655	0.23%	83
2025 Q2	$354K	Hold	9,328	–	–	0.26%	76
2025 Q1	$339K	Sell	9,328 -939	-9%	-$34.2K	0.31%	72
2024 Q4	$357K	Buy	+10,267	New	+$362K	0.32%	69

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

Milestone Asset Management Group's HEFA Position: Q1 2026 in Review

Milestone Asset Management Group held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 9,167 shares worth $390K. The position accounts for 0.23% of the portfolio, ranked #86.

Milestone Asset Management Group first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Milestone Asset Management Group held 9,167 shares of iShares Currency Hedged MSCI EAFE ETF worth $390K as of Q1 2026.
Milestone Asset Management Group left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.23% of Milestone Asset Management Group's portfolio in Q1 2026, its #86 holding.
Milestone Asset Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.