NWAM LLC
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NWAM LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

NWAM LLC’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
Q3 		$233K Buy
5,028
+743
+17% +$34.8K 0.01% 641
2026
Q2 		$201K Sell
4,285
-3,786
-47% -$170K 0.01% 666
2026
Q1 		$343K Sell
8,071
-26
-0.3% -$1.12K 0.02% 476
2025
Q4 		$345K Sell
8,097
-329
-4% -$13.5K 0.02% 473
2025
Q3 		$343K Sell
8,426
-468
-5% -$18K 0.02% 485
2025
Q2 		$337K Sell
8,894
-8,247
-48% -$301K 0.02% 485
2025
Q1 		$622K Buy
17,141
+7,231
+73% +$264K 0.05% 275
2024
Q4 		$344K Buy
9,910
+781
+9% +$27.5K 0.02% 453
2024
Q3 		$323K Buy
+9,129
New +$317K 0.02% 478
2024
Q2 		– Sell
-17,100
Closed -$601K – 309
2024
Q1 		$601K Sell
17,100
-23,509
-58% -$774K 0.05% 301
2023
Q4 		$1.28M Buy
40,609
+2,762
+7% +$84.2K 0.1% 193
2023
Q3 		$1.14M Buy
37,847
+2,563
+7% +$77.6K 0.12% 174
2023
Q2 		$1.09M Buy
35,284
+1,666
+5% +$50.4K 0.09% 207
2023
Q1 		$991K Buy
33,618
+4,367
+15% +$126K 0.1% 179
2022
Q4 		$790K Buy
29,251
+8,221
+39% +$252K 0.07% 242
2022
Q3 		$629K Buy
21,030
+513
+3% +$16.4K 0.06% 265
2022
Q2 		$633K Sell
20,517
-1,468
-7% -$48.6K 0.06% 263
2022
Q1 		$746K Buy
21,985
+6,237
+40% +$212K 0.06% 266
2021
Q4 		$556K Buy
15,748
+2
+0% +$71 0.04% 309
2021
Q3 		$541K Buy
+15,746
New +$547K 0.05% 308

Other funds holding HEFA

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

NWAM LLC's HEFA Position: Q3 2026 in Review

NWAM LLC increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 17% in Q3 2026, buying an estimated $34.8K and bringing the position to 5,028 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #641.

NWAM LLC first reported a position in HEFA in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q4 2023. 340 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • NWAM LLC held 5,028 shares of iShares Currency Hedged MSCI EAFE ETF worth $233K as of Q3 2026.
  • NWAM LLC bought 743 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $34.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of NWAM LLC's portfolio in Q3 2026, its #641 holding.
  • NWAM LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • NWAM LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.28M in Q4 2023.
  • 340 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.