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

Quotient 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 		$161M Buy
3,439,589
+71,830
+2% +$3.23M 3.81% 8
2026
Q1 		$143M Sell
3,367,759
-102,505
-3% -$4.42M 3.77% 9
2025
Q4 		$144M Sell
3,470,264
-575,174
-14% -$23.6M 3.82% 8
2025
Q3 		$160M Buy
4,045,438
+189,770
+5% +$7.31M 4.39% 9
2025
Q2 		$146M Buy
3,855,668
+100,381
+3% +$3.67M 4.31% 9
2025
Q1 		$136M Sell
3,755,287
-661,715
-15% -$24.1M 4.35% 10
2024
Q4 		$153M Buy
4,417,002
+198,606
+5% +$7M 5.02% 8
2024
Q3 		$149M Buy
4,218,396
+135,968
+3% +$4.73M 4.91% 9
2024
Q2 		$145M Sell
4,082,428
-96,648
-2% -$3.39M 5.08% 9
2024
Q1 		$146M Buy
4,179,076
+486,081
+13% +$16M 5.21% 9
2023
Q4 		$116M Buy
+3,692,995
New +$113M 4.51% 8

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

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

Quotient Wealth Partners increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.1% in Q2 2026, buying an estimated $3.23M and bringing the position to 3,439,589 shares worth $161M. The position accounts for 3.81% of the portfolio, ranked #8.

Quotient Wealth Partners first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Quotient Wealth Partners held 3,439,589 shares of iShares Currency Hedged MSCI EAFE ETF worth $161M as of Q2 2026.
  • Quotient Wealth Partners bought 71,830 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $3.23M.
  • iShares Currency Hedged MSCI EAFE ETF made up 3.81% of Quotient Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Quotient Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.