Mission Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Mission Wealth Management’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	$455K	Hold	9,691	–	–	0.01%	713
2026 Q1	$412K	Hold	9,691	–	–	0.01%	536
2025 Q4	$401K	Hold	9,691	–	–	0.01%	541
2025 Q3	$384K	Sell	9,691 -96	-1%	-$3.7K	0.01%	542
2025 Q2	$372K	Hold	9,787	–	–	0.01%	543
2025 Q1	$355K	Hold	9,787	–	–	0.01%	534
2024 Q4	$340K	Hold	9,787	–	–	0.01%	527
2024 Q3	$347K	Hold	9,787	–	–	0.01%	519
2024 Q2	$348K	Hold	9,787	–	–	0.01%	502
2024 Q1	$341K	Hold	9,787	–	–	0.01%	525
2023 Q4	$308K	Buy	+9,787	New	+$298K	0.01%	463

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

Mission Wealth Management's HEFA Position: Q2 2026 in Review

Mission Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 9,691 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #713.

Mission Wealth Management first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Mission Wealth Management held 9,691 shares of iShares Currency Hedged MSCI EAFE ETF worth $455K as of Q2 2026.
Mission Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #713 holding.
Mission Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.