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Root Financial Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Root Financial 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
-31
Closed -$1.32K – 1603
2026
Q1 		$1.32K Hold
31
– – ﹤0.01% 2485
2025
Q4 		$1.28K Hold
31
– – ﹤0.01% 2057
2025
Q3 		$1.23K Buy
+31
New +$1.2K ﹤0.01% 2025

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Root Financial Partners's HEFA Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 31 shares — an estimated $1.32K sold.

Root Financial Partners first reported a position in HEFA in Q3 2025 and held it in 3 quarters. The position peaked at $1.32K in Q1 2026. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 31 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.32K.
  • Root Financial Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.32K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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