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

Physician 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	$1.92K	Sell	41 -91	-69%	-$4.09K	﹤0.01%	1524
2026 Q1	$5.61K	Sell	132 -81	-38%	-$3.49K	﹤0.01%	970
2025 Q4	$8.81K	Hold	213	–	–	﹤0.01%	814
2025 Q3	$8.44K	Sell	213 -142	-40%	-$5.47K	﹤0.01%	791
2025 Q2	$13.5K	Sell	355 -84,797	-100%	-$3.1M	﹤0.01%	595
2025 Q1	$3.09M	Buy	85,152 +84,779	+22,729%	+$3.09M	0.53%	38
2024 Q4	$12.9K	Buy	+373	New	+$13.1K	﹤0.01%	590
2024 Q3	–	Sell	-78,765	Closed	-$2.82M	–	186
2024 Q2	$2.82M	Sell	78,765 -43,283	-35%	-$1.52M	0.52%	37
2024 Q1	$4.14M	Buy	+122,048	New	+$4.02M	0.87%	28

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

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

Physician Wealth Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 69% in Q2 2026, selling an estimated $4.09K and leaving 41 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Physician Wealth Advisors first reported a position in HEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.14M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Physician Wealth Advisors held 41 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.92K as of Q2 2026.
Physician Wealth Advisors sold 91 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $4.09K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1524 holding.
Physician Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
Physician Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.14M in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.