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 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 $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

Mission Wealth Management's HEFA Position: Q1 2026 in Review

Mission Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 9,691 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #536.

Mission Wealth Management first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Mission Wealth Management held 9,691 shares of iShares Currency Hedged MSCI EAFE ETF worth $412K as of Q1 2026.
Mission Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #536 holding.
Mission Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.