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

One Wealth 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	$456K	Sell	9,714 -1,430	-13%	-$64.3K	0.05%	194
2026 Q1	$474K	Sell	11,144 -2,236	-17%	-$96.3K	0.06%	176
2025 Q4	$553K	Sell	13,380 -1,845	-12%	-$75.6K	0.07%	155
2025 Q3	$603K	Sell	15,225 -2,816	-16%	-$109K	0.08%	145
2025 Q2	$685K	Sell	18,041 -63,280	-78%	-$2.31M	0.1%	123
2025 Q1	$2.95M	Buy	81,321 +73,074	+886%	+$2.66M	0.44%	45
2024 Q4	$287K	Buy	+8,247	New	+$290K	0.04%	194
2024 Q3	–	Sell	-73,954	Closed	-$2.48M	–	269
2024 Q2	$2.48M	Sell	73,954 -43,039	-37%	-$1.51M	0.53%	32
2024 Q1	$4.08M	Buy	+116,993	New	+$3.85M	0.71%	32

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

One Wealth Advisors's HEFA Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 13% in Q2 2026, selling an estimated $64.3K and leaving 9,714 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #194.

One Wealth Advisors first reported a position in HEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.08M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

One Wealth Advisors held 9,714 shares of iShares Currency Hedged MSCI EAFE ETF worth $456K as of Q2 2026.
One Wealth Advisors sold 1,430 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $64.3K.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #194 holding.
One Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
One Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.08M in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.