Retirement Wealth Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Retirement Wealth Solutions’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	$198K	Hold	4,218	–	–	0.11%	54
2026 Q1	$179K	Hold	4,218	–	–	0.11%	52
2025 Q4	$174K	Hold	4,218	–	–	0.11%	54
2025 Q3	$167K	Sell	4,218 -4,046	-49%	-$156K	0.11%	54
2025 Q2	$314K	Sell	8,264 -9,929	-55%	-$363K	0.23%	43
2025 Q1	$660K	Buy	18,193 +10,531	+137%	+$384K	0.53%	29
2024 Q4	$268K	Buy	+7,662	New	+$270K	0.23%	43

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Wealth Solutions's HEFA Position: Q2 2026 in Review

Retirement Wealth Solutions held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 4,218 shares worth $198K. The position accounts for 0.11% of the portfolio, ranked #54.

Retirement Wealth Solutions first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Retirement Wealth Solutions held 4,218 shares of iShares Currency Hedged MSCI EAFE ETF worth $198K as of Q2 2026.
Retirement Wealth Solutions left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.11% of Retirement Wealth Solutions's portfolio in Q2 2026, its #54 holding.
Retirement Wealth Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $660K in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.