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

Prasad Wealth 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	$2.82M	Sell	60,144 -381,243	-86%	-$17.2M	0.68%	37
2026 Q1	$18.8M	Buy	441,387 +5,467	+1%	+$236K	5.11%	3
2025 Q4	$18M	Sell	435,920 -16,817	-4%	-$689K	4.81%	3
2025 Q3	$17.9M	Sell	452,737 -10,283	-2%	-$396K	5%	3
2025 Q2	$17.6M	Buy	463,020 +55,279	+14%	+$2.02M	5.15%	2
2025 Q1	$14.8M	Buy	407,741 +37,164	+10%	+$1.35M	4.83%	5
2024 Q4	$12.9M	Buy	+370,577	New	+$13.1M	4.17%	5

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

Prasad Wealth Partners's HEFA Position: Q2 2026 in Review

Prasad Wealth Partners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 86% in Q2 2026, selling an estimated $17.2M and leaving 60,144 shares worth $2.82M. The position accounts for 0.68% of the portfolio, ranked #37.

Prasad Wealth Partners first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.8M in Q1 2026. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Prasad Wealth Partners held 60,144 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.82M as of Q2 2026.
Prasad Wealth Partners sold 381,243 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $17.2M.
iShares Currency Hedged MSCI EAFE ETF made up 0.68% of Prasad Wealth Partners's portfolio in Q2 2026, its #37 holding.
Prasad Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $18.8M in Q1 2026.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.