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Patton Albertson Miller Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Patton Albertson Miller Group’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 		$252K Hold
5,380
– – 0.03% 194
2026
Q1 		$229K Hold
5,380
– – 0.03% 201
2025
Q4 		$223K Sell
5,380
-405
-7% -$16.6K 0.03% 207
2025
Q3 		$229K Sell
5,785
-4,550
-44% -$175K 0.03% 197
2025
Q2 		$392K Hold
10,335
– – 0.05% 167
2025
Q1 		$375K Hold
10,335
– – 0.06% 163
2024
Q4 		$359K Sell
10,335
-320
-3% -$11.3K 0.05% 168
2024
Q3 		$377K Hold
10,655
– – 0.05% 161
2024
Q2 		$379K Sell
10,655
-2,050
-16% -$71.9K 0.05% 156
2024
Q1 		$443K Sell
12,705
-2,590
-17% -$85.3K 0.07% 150
2023
Q4 		$482K Sell
15,295
-1,680
-10% -$51.2K 0.08% 146
2023
Q3 		$511K Sell
16,975
-1,510
-8% -$45.7K 0.1% 145
2023
Q2 		$573K Sell
18,485
-5,240
-22% -$159K 0.11% 140
2023
Q1 		$699K Sell
23,725
-4,428
-16% -$128K 0.13% 137
2022
Q4 		$760K Buy
+28,153
New +$862K 0.14% 133
2019
Q1 		– Sell
-12,736
Closed -$350K – 119
2018
Q4 		$350K Sell
12,736
-5,171
-29% -$144K 0.19% 100
2018
Q3 		$488K Sell
17,907
-1,103
-6% -$32.6K 0.25% 91
2018
Q2 		$563K Sell
19,010
-79,401
-81% -$2.37M 0.28% 88
2018
Q1 		$2.83M Sell
98,411
-63,222
-39% -$1.86M 1.27% 13
2017
Q4 		$4.8M Sell
161,633
-34,689
-18% -$1.03M 1.96% 9
2017
Q3 		$5.73M Sell
196,322
-27,254
-12% -$770K 2.5% 6
2017
Q2 		$6.33M Buy
223,576
+29,662
+15% +$839K 2.81% 6
2017
Q1 		$5.56M Buy
193,914
+98,342
+103% +$2.64M 2.3% 6
2016
Q4 		$2.5M Buy
95,572
+3,474
+4% +$88K 1.07% 19
2016
Q3 		$2.29M Buy
+92,098
New +$2.24M 1.01% 24

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patton Albertson Miller Group's HEFA Position: Q2 2026 in Review

Patton Albertson Miller Group held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 5,380 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #194.

Patton Albertson Miller Group first reported a position in HEFA in Q3 2016 and has held it in 25 quarters since. The position peaked at $6.33M in Q2 2017. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Patton Albertson Miller Group held 5,380 shares of iShares Currency Hedged MSCI EAFE ETF worth $252K as of Q2 2026.
  • Patton Albertson Miller Group left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Patton Albertson Miller Group's portfolio in Q2 2026, its #194 holding.
  • Patton Albertson Miller Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and has held it in 25 quarters since.
  • Patton Albertson Miller Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.33M in Q2 2017.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.