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

Modera 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	$302K	Sell	6,428 -12	-0.2%	-$540	﹤0.01%	551
2026 Q1	$274K	Buy	6,440 +68	+1%	+$2.93K	﹤0.01%	547
2025 Q4	$264K	Hold	6,372	–	–	﹤0.01%	569
2025 Q3	$252K	Buy	6,372 +13	+0.2%	+$501	﹤0.01%	579
2025 Q2	$241K	Hold	6,359	–	–	﹤0.01%	580
2025 Q1	$231K	Buy	+6,359	New	+$232K	﹤0.01%	568

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

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

Modera Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.19% in Q2 2026, selling an estimated $540 and leaving 6,428 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Modera Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Modera Wealth Management held 6,428 shares of iShares Currency Hedged MSCI EAFE ETF worth $302K as of Q2 2026.
Modera Wealth Management sold 12 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $540.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #551 holding.
Modera Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.