OneAscent Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

OneAscent Wealth Management’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	$913K	Buy	19,451 +1,223	+7%	+$55K	0.27%	38
2026 Q1	$775K	Buy	18,228 +2,562	+16%	+$110K	0.26%	44
2025 Q4	$648K	Sell	15,666 -2,735	-15%	-$112K	0.22%	56
2025 Q3	$729K	Sell	18,401 -1,612	-8%	-$62.1K	0.24%	52
2025 Q2	$760K	Sell	20,013 -6,248	-24%	-$228K	0.28%	45
2025 Q1	$953K	Buy	26,261 +12,608	+92%	+$460K	0.41%	27
2024 Q4	$474K	Buy	13,653 +3,179	+30%	+$112K	0.2%	62
2024 Q3	$371K	Buy	+10,474	New	+$364K	0.14%	101

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

OneAscent Wealth Management's HEFA Position: Q2 2026 in Review

OneAscent Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.7% in Q2 2026, buying an estimated $55K and bringing the position to 19,451 shares worth $913K. The position accounts for 0.27% of the portfolio, ranked #38.

OneAscent Wealth Management first reported a position in HEFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $953K in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

OneAscent Wealth Management held 19,451 shares of iShares Currency Hedged MSCI EAFE ETF worth $913K as of Q2 2026.
OneAscent Wealth Management bought 1,223 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $55K.
iShares Currency Hedged MSCI EAFE ETF made up 0.27% of OneAscent Wealth Management's portfolio in Q2 2026, its #38 holding.
OneAscent Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
OneAscent Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $953K in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.