RIP
HEFA icon

RAM Investment Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

RAM Investment 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 		– Sell
-6,270
Closed -$266K – 129
2026
Q1 		$266K Buy
+6,270
New +$270K 0.05% 98

Other funds holding HEFA

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

RAM Investment Partners's HEFA Position: Q2 2026 in Review

RAM Investment Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 6,270 shares — an estimated $266K sold.

RAM Investment Partners first reported a position in HEFA in Q1 2026 and held it in 1 quarter. The position peaked at $266K in Q1 2026. 194 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • RAM Investment Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • RAM Investment Partners sold 6,270 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $266K.
  • RAM Investment Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2026 and held it in 1 quarter.
  • RAM Investment Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $266K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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