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

Perspective 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 		– Sell
-261,821
Closed -$11.1M – 71
2026
Q1 		$11.1M Buy
261,821
+28,437
+12% +$1.23M 7.22% 2
2025
Q4 		$9.65M Buy
+233,384
New +$9.56M 6.87% 2

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

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

Perspective Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 261,821 shares — an estimated $11.1M sold.

Perspective Wealth Advisors first reported a position in HEFA in Q4 2025 and held it in 2 quarters. The position peaked at $11.1M in Q1 2026. 449 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Perspective Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Perspective Wealth Advisors sold 261,821 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $11.1M.
  • Perspective Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • Perspective Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $11.1M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.