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

Modern 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	$12.8M	Sell	271,866 -48,211	-15%	-$2.17M	0.15%	157
2026 Q1	$13.8M	Sell	320,077 -3,486	-1%	-$150K	0.24%	109
2025 Q4	$13.4M	Buy	323,563 +2,081	+0.6%	+$85.3K	0.24%	104
2025 Q3	$12.7M	Buy	321,482 +6,722	+2%	+$259K	0.25%	104
2025 Q2	$11.9M	Sell	314,760 -6,345	-2%	-$232K	0.29%	86
2025 Q1	$11.7M	Sell	321,105 -37,097	-10%	-$1.35M	0.37%	62
2024 Q4	$12.4M	Buy	+358,202	New	+$12.6M	0.46%	52
2024 Q3	–	Sell	-7,542	Closed	-$268K	–	449
2024 Q2	$268K	Buy	+7,542	New	+$265K	0.02%	329

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

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

Modern Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 15% in Q2 2026, selling an estimated $2.17M and leaving 271,866 shares worth $12.8M. The position accounts for 0.15% of the portfolio, ranked #157.

Modern Wealth Management first reported a position in HEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.8M in Q1 2026. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Modern Wealth Management held 271,866 shares of iShares Currency Hedged MSCI EAFE ETF worth $12.8M as of Q2 2026.
Modern Wealth Management sold 48,211 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $2.17M.
iShares Currency Hedged MSCI EAFE ETF made up 0.15% of Modern Wealth Management's portfolio in Q2 2026, its #157 holding.
Modern Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $13.8M in Q1 2026.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.