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

Perigon 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 		$1.97M Buy
42,028
+19,445
+86% +$875K 0.03% 415
2026
Q1 		$960K Sell
22,583
-1,858
-8% -$80K 0.02% 552
2025
Q4 		$1.01M Sell
24,441
-67
-0.3% -$2.75K 0.02% 542
2025
Q3 		$971K Sell
24,508
-2,126
-8% -$81.9K 0.02% 521
2025
Q2 		$1.01M Sell
26,634
-65,185
-71% -$2.38M 0.02% 464
2025
Q1 		$3.33M Buy
91,819
+63,963
+230% +$2.33M 0.09% 228
2024
Q4 		$982K Buy
27,856
+418
+2% +$14.7K 0.02% 449
2024
Q3 		$972K Sell
27,438
-54,351
-66% -$1.89M 0.03% 440
2024
Q2 		$2.91M Sell
81,789
-4,054
-5% -$142K 0.08% 205
2024
Q1 		$2.99M Buy
85,843
+67,848
+377% +$2.23M 0.09% 198
2023
Q4 		$567K Buy
17,995
+2,297
+15% +$70K 0.02% 467
2023
Q3 		$473K Buy
15,698
+4,496
+40% +$136K 0.02% 457
2023
Q2 		$347K Buy
+11,202
New +$339K 0.01% 565
2018
Q2 		– Sell
-1,525
Closed -$44K – 402
2018
Q1 		$44K Sell
1,525
-1,125
-42% -$33K 0.02% 329
2017
Q4 		$79K Buy
2,650
+1,525
+136% +$45.2K 0.03% 236
2017
Q3 		$33K Hold
1,125
– – 0.01% 393
2017
Q2 		$32K Hold
1,125
– – 0.01% 415
2017
Q1 		$31K Hold
1,125
– – 0.01% 431
2016
Q4 		$31K Buy
+1,125
New +$28.5K 0.01% 408

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

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

Perigon Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 86% in Q2 2026, buying an estimated $875K and bringing the position to 42,028 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #415.

Perigon Wealth Management first reported a position in HEFA in Q4 2016 and has held it in 19 quarters since. The position peaked at $3.33M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Perigon Wealth Management held 42,028 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.97M as of Q2 2026.
  • Perigon Wealth Management bought 19,445 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $875K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Perigon Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 19 quarters since.
  • Perigon Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.33M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.