Redwood Financial Network’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Redwood Financial Network’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	$516K	Sell	12,138 -249	-2%	-$10.7K	0.34%	85
2025 Q4	$512K	Buy	12,387 +300	+2%	+$12.3K	0.33%	91
2025 Q3	$479K	Buy	12,087 +2,134	+21%	+$82.3K	0.3%	101
2025 Q2	$378K	Buy	9,953 +453	+5%	+$16.6K	0.26%	114
2025 Q1	$345K	Buy	9,500 +1,418	+18%	+$51.7K	0.26%	110
2024 Q4	$281K	Buy	8,082 +60	+0.7%	+$2.11K	0.21%	120
2024 Q3	$284K	Buy	+8,022	New	+$279K	0.22%	116
2023 Q1	–	Sell	-8,597	Closed	-$232K	–	151
2022 Q4	$232K	Buy	8,597 +271	+3%	+$8.3K	0.26%	121
2022 Q3	$249K	Buy	8,326 +118	+1%	+$3.76K	0.28%	108
2022 Q2	$261K	Buy	+8,208	New	+$272K	0.28%	107

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

Redwood Financial Network's HEFA Position: Q1 2026 in Review

Redwood Financial Network reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2% in Q1 2026, selling an estimated $10.7K and leaving 12,138 shares worth $516K. The position accounts for 0.34% of the portfolio, ranked #85.

Redwood Financial Network first reported a position in HEFA in Q2 2022 and has held it in 10 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Redwood Financial Network held 12,138 shares of iShares Currency Hedged MSCI EAFE ETF worth $516K as of Q1 2026.
Redwood Financial Network sold 249 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $10.7K.
iShares Currency Hedged MSCI EAFE ETF made up 0.34% of Redwood Financial Network's portfolio in Q1 2026, its #85 holding.
Redwood Financial Network first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and has held it in 10 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.