Realta Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Realta Investment Advisors’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	$19.5K	Hold	458	–	–	0.01%	282
2025 Q4	$18.9K	Hold	458	–	–	0.01%	279
2025 Q3	$18.1K	Hold	458	–	–	0.01%	265
2025 Q2	$17.4K	Hold	458	–	–	0.01%	257
2025 Q1	$16.6K	Hold	458	–	–	0.01%	263
2024 Q4	$16K	Buy	+458	New	+$16.1K	0.01%	287

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

Realta Investment Advisors's HEFA Position: Q1 2026 in Review

Realta Investment Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 458 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #282.

Realta Investment Advisors first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Realta Investment Advisors held 458 shares of iShares Currency Hedged MSCI EAFE ETF worth $19.5K as of Q1 2026.
Realta Investment Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Realta Investment Advisors's portfolio in Q1 2026, its #282 holding.
Realta Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.