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

NewEdge 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	$1.53M	Sell	32,548 -1,648	-5%	-$74.1K	﹤0.01%	1377
2026 Q1	$1.45M	Sell	34,196 -318	-0.9%	-$13.7K	0.01%	1277
2025 Q4	$1.43M	Sell	34,514 -10,621	-24%	-$435K	0.01%	1258
2025 Q3	$1.79M	Sell	45,135 -96,054	-68%	-$3.7M	0.01%	1076
2025 Q2	$5.36M	Sell	141,189 -465,038	-77%	-$17M	0.03%	543
2025 Q1	$22M	Buy	606,227 +483,508	+394%	+$17.6M	0.13%	164
2024 Q4	$4.26M	Buy	122,719 +9,172	+8%	+$323K	0.03%	554
2024 Q3	$4.02M	Sell	113,547 -408,802	-78%	-$14.2M	0.03%	552
2024 Q2	$18.6M	Buy	522,349 +98,821	+23%	+$3.47M	0.14%	155
2024 Q1	$14.8M	Buy	423,528 +416,467	+5,898%	+$13.7M	0.13%	164
2023 Q4	$222K	Sell	7,061 -149	-2%	-$4.54K	﹤0.01%	1667
2023 Q3	$217K	Sell	7,210 -26	-0.4%	-$787	﹤0.01%	1600
2023 Q2	$224K	Sell	7,236 -19	-0.3%	-$575	﹤0.01%	1588
2023 Q1	$214K	Sell	7,255 -2,809	-28%	-$81.1K	﹤0.01%	1516
2022 Q4	$74.4K	Buy	10,064 +859	+9%	+$26.3K	﹤0.01%	1562
2022 Q3	$275K	Buy	+9,205	New	+$293K	﹤0.01%	1247
2021 Q1	–	Sell	-7,053	Closed	-$215K	–	1070
2020 Q4	$215K	Sell	7,053 -401	-5%	-$11.7K	0.01%	873
2020 Q3	$205K	Sell	7,454 -2,573	-26%	-$71.3K	0.01%	823
2020 Q2	$277K	Sell	10,027 -3,616	-27%	-$94.7K	0.01%	695
2020 Q1	$330K	Buy	13,643 +978	+8%	+$27.8K	0.02%	574
2019 Q4	$386K	Sell	12,665 -291	-2%	-$8.88K	0.02%	596
2019 Q3	$388K	Buy	12,956 +36	+0.3%	+$1.05K	0.02%	573
2019 Q2	$385K	Sell	12,920 -923	-7%	-$27.1K	0.02%	467
2019 Q1	$400K	Sell	13,843 -1,917	-12%	-$53.3K	0.03%	450
2018 Q4	$407K	Buy	15,760 +1,825	+13%	+$50.8K	0.03%	418
2018 Q3	$417K	Buy	13,935 +6,804	+95%	+$201K	0.03%	410
2018 Q2	$210K	Sell	7,131 -95,219	-93%	-$2.84M	0.02%	505
2018 Q1	$2.89M	Sell	102,350 -20,810	-17%	-$611K	0.33%	76
2017 Q4	$3.76M	Buy	123,160 +25,115	+26%	+$745K	0.51%	55
2017 Q3	$2.86M	Buy	98,045 +40,479	+70%	+$1.14M	0.44%	60
2017 Q2	$1.62M	Buy	+57,566	New	+$1.63M	0.28%	85

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

NewEdge Advisors's HEFA Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.8% in Q2 2026, selling an estimated $74.1K and leaving 32,548 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

NewEdge Advisors first reported a position in HEFA in Q2 2017 and has held it in 31 quarters since. The position peaked at $22M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

NewEdge Advisors held 32,548 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.53M as of Q2 2026.
NewEdge Advisors sold 1,648 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $74.1K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1377 holding.
NewEdge Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2017 and has held it in 31 quarters since.
NewEdge Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $22M in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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