&Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

&Partners’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	$295K	Sell	5,945 -10,399	-64%	-$468K	﹤0.01%	2144
2026 Q1	$695K	Sell	16,344 -2,866	-15%	-$123K	﹤0.01%	1506
2025 Q4	$795K	Sell	19,210 -1,875	-9%	-$76.8K	﹤0.01%	1348
2025 Q3	$821K	Sell	21,085 -1,275	-6%	-$49.1K	0.01%	1181
2025 Q2	$848K	Sell	22,360 -24,687	-52%	-$903K	0.01%	1066
2025 Q1	$1.71M	Buy	47,047 +21,448	+84%	+$782K	0.02%	604
2024 Q4	$892K	Sell	25,599 -9,951	-28%	-$351K	0.01%	815
2024 Q3	$1.26M	Buy	+35,550	New	+$1.24M	0.02%	479

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

&Partners's HEFA Position: Q2 2026 in Review

&Partners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 64% in Q2 2026, selling an estimated $468K and leaving 5,945 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

&Partners first reported a position in HEFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

&Partners held 5,945 shares of iShares Currency Hedged MSCI EAFE ETF worth $295K as of Q2 2026.
&Partners sold 10,399 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $468K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2144 holding.
&Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.71M in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.