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 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 $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

Mount Yale Investment Advisors's HEFA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026: 524,043 shares worth $22.3M. The stake represents 0.52% of the portfolio and ranks #44 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HEFA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HEFA in Q1 2024 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Mount Yale Investment Advisors held 524,043 shares of iShares Currency Hedged MSCI EAFE ETF worth $22.3M as of Q1 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.52% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #44 holding.
Mount Yale Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.