Mount Yale Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Mount Yale Investment Advisors’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	$4.01M	Sell	85,421 -438,622	-84%	-$19.7M	0.07%	258
2026 Q1	$22.3M	Buy	+524,043	New	+$22.6M	0.52%	44
2025 Q3	–	Sell	-718	Closed	-$27.3K	–	1064
2025 Q2	$27.3K	Sell	718 -20,372	-97%	-$745K	﹤0.01%	975
2025 Q1	$765K	Buy	+21,090	New	+$769K	0.07%	239
2024 Q3	–	Sell	-25,792	Closed	-$917K	–	575
2024 Q2	$917K	Sell	25,792 -15,325	-37%	-$538K	0.07%	226
2024 Q1	$1.43M	Buy	+41,117	New	+$1.35M	0.11%	172

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 22.9% 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

Mount Yale Investment Advisors's HEFA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 84% in Q2 2026, selling an estimated $19.7M and leaving 85,421 shares worth $4.01M. The position accounts for 0.07% of the portfolio, ranked #258.

Mount Yale Investment Advisors first reported a position in HEFA in Q1 2024 and has held it in 6 quarters since. The position peaked at $22.3M in Q1 2026. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Mount Yale Investment Advisors held 85,421 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.01M as of Q2 2026.
Mount Yale Investment Advisors sold 438,622 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $19.7M.
iShares Currency Hedged MSCI EAFE ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #258 holding.
Mount Yale Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 6 quarters since.
Mount Yale Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $22.3M in Q1 2026.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.