Mutual Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Mutual 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	$4.57M	Buy	97,472 +4,783	+5%	+$215K	0.09%	230
2026 Q1	$3.94M	Sell	92,689 -2,991	-3%	-$129K	0.08%	230
2025 Q4	$3.96M	Sell	95,680 -22,090	-19%	-$905K	0.08%	228
2025 Q3	$4.81M	Sell	117,770 -22,968	-16%	-$885K	0.11%	188
2025 Q2	$5.39M	Buy	140,738 +10,992	+8%	+$402K	0.13%	157
2025 Q1	$4.65M	Sell	129,746 -3,230	-2%	-$118K	0.13%	157
2024 Q4	$4.69M	Buy	132,976 +2,662	+2%	+$93.8K	0.14%	149
2024 Q3	$4.58M	Buy	130,314 +23,403	+22%	+$813K	0.13%	145
2024 Q2	$3.72M	Buy	106,911 +33,200	+45%	+$1.17M	0.11%	173
2024 Q1	$2.57M	Buy	73,711 +61,482	+503%	+$2.02M	0.08%	223
2023 Q4	$385K	Buy	12,229 +2,244	+22%	+$68.4K	0.01%	736
2023 Q3	$301K	Buy	9,985 +2,681	+37%	+$81.1K	0.01%	774
2023 Q2	$226K	Buy	+7,304	New	+$221K	0.01%	905

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

Mutual Advisors's HEFA Position: Q2 2026 in Review

Mutual Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.2% in Q2 2026, buying an estimated $215K and bringing the position to 97,472 shares worth $4.57M. The position accounts for 0.09% of the portfolio, ranked #230.

Mutual Advisors first reported a position in HEFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.39M in Q2 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Mutual Advisors held 97,472 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.57M as of Q2 2026.
Mutual Advisors bought 4,783 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $215K.
iShares Currency Hedged MSCI EAFE ETF made up 0.09% of Mutual Advisors's portfolio in Q2 2026, its #230 holding.
Mutual Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
Mutual Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.39M in Q2 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.