Richardson Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Richardson Capital Management’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	$324K	Sell	6,900 -278	-4%	-$12.5K	0.14%	32
2026 Q1	$305K	Buy	7,178 +5	+0.1%	+$215	0.15%	32
2025 Q4	$297K	Sell	7,173 -6	-0.1%	-$246	0.15%	25
2025 Q3	$284K	Buy	7,179 +209	+3%	+$8.06K	0.14%	27
2025 Q2	$265K	Sell	6,970 -83	-1%	-$3.03K	0.14%	30
2025 Q1	$256K	Buy	7,053 +2,267	+47%	+$82.6K	0.16%	30
2024 Q4	$166K	Buy	4,786 +3,846	+409%	+$135K	0.11%	38
2024 Q3	$33.3K	Buy	940 +38	+4%	+$1.32K	0.02%	79
2024 Q2	$32.1K	Buy	902 +811	+891%	+$28.5K	0.02%	85
2024 Q1	$3.17K	Buy	+91	New	+$3K	﹤0.01%	135

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

Richardson Capital Management's HEFA Position: Q2 2026 in Review

Richardson Capital Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.9% in Q2 2026, selling an estimated $12.5K and leaving 6,900 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #32.

Richardson Capital Management first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Richardson Capital Management held 6,900 shares of iShares Currency Hedged MSCI EAFE ETF worth $324K as of Q2 2026.
Richardson Capital Management sold 278 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $12.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.14% of Richardson Capital Management's portfolio in Q2 2026, its #32 holding.
Richardson Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.