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 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 New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Quotient Wealth Partners's HEFA Position: Q1 2026 in Review

Quotient Wealth Partners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3% in Q1 2026, selling an estimated $4.42M and leaving 3,367,759 shares worth $143M. The position accounts for 3.77% of the portfolio, ranked #9.

Quotient Wealth Partners first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $160M in Q3 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Quotient Wealth Partners held 3,367,759 shares of iShares Currency Hedged MSCI EAFE ETF worth $143M as of Q1 2026.
Quotient Wealth Partners sold 102,505 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $4.42M.
iShares Currency Hedged MSCI EAFE ETF made up 3.77% of Quotient Wealth Partners's portfolio in Q1 2026, its #9 holding.
Quotient Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $160M in Q3 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.