Precision Wealth Strategies’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Precision Wealth Strategies’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	$5.54M	Buy	118,116 +2,153	+2%	+$96.9K	1.67%	18
2026 Q1	$4.93M	Sell	115,963 -15,487	-12%	-$667K	1.63%	13
2025 Q4	$5.44M	Sell	131,450 -12,356	-9%	-$506K	1.76%	14
2025 Q3	$5.7M	Sell	143,806 -8,386	-6%	-$323K	1.85%	10
2025 Q2	$5.78M	Buy	+152,192	New	+$5.56M	1.88%	10

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

Precision Wealth Strategies's HEFA Position: Q2 2026 in Review

Precision Wealth Strategies increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.9% in Q2 2026, buying an estimated $96.9K and bringing the position to 118,116 shares worth $5.54M. The position accounts for 1.67% of the portfolio, ranked #18.

Precision Wealth Strategies first reported a position in HEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.78M in Q2 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Precision Wealth Strategies held 118,116 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.54M as of Q2 2026.
Precision Wealth Strategies bought 2,153 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $96.9K.
iShares Currency Hedged MSCI EAFE ETF made up 1.67% of Precision Wealth Strategies's portfolio in Q2 2026, its #18 holding.
Precision Wealth Strategies first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.78M in Q2 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.