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

Mosley 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 		$46K Sell
979
-4,779
-83% -$215K 0.01% 262
2026
Q1 		$228K Hold
5,758
– – 0.1% 143
2025
Q4 		$235K Buy
+5,758
New +$236K 0.11% 146
2024
Q3 		– Sell
-18,382
Closed -$654K – 117
2024
Q2 		$654K Sell
18,382
-516
-3% -$18.1K 0.56% 37
2024
Q1 		$659K Buy
+18,898
New +$622K 0.62% 38

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM

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

Mosley Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 83% in Q2 2026, selling an estimated $215K and leaving 979 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #262.

Mosley Wealth Management first reported a position in HEFA in Q1 2024 and has held it in 5 quarters since. The position peaked at $659K in Q1 2024. 268 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Mosley Wealth Management held 979 shares of iShares Currency Hedged MSCI EAFE ETF worth $46K as of Q2 2026.
  • Mosley Wealth Management sold 4,779 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $215K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Mosley Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $659K in Q1 2024.
  • 268 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.