RWA Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

RWA Wealth 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	$267K	Hold	5,690	–	–	﹤0.01%	585
2026 Q1	$242K	Hold	5,690	–	–	﹤0.01%	582
2025 Q4	$235K	Hold	5,690	–	–	﹤0.01%	571
2025 Q3	$225K	Hold	5,690	–	–	﹤0.01%	581
2025 Q2	$216K	Hold	5,690	–	–	﹤0.01%	565
2025 Q1	$206K	Buy	+5,690	New	+$207K	﹤0.01%	530
2024 Q4	–	Sell	-5,690	Closed	-$202K	–	576
2024 Q3	$202K	Hold	5,690	–	–	﹤0.01%	548
2024 Q2	$202K	Buy	+5,690	New	+$200K	﹤0.01%	530

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

RWA Wealth Partners's HEFA Position: Q2 2026 in Review

RWA Wealth Partners held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 5,690 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

RWA Wealth Partners first reported a position in HEFA in Q2 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

RWA Wealth Partners held 5,690 shares of iShares Currency Hedged MSCI EAFE ETF worth $267K as of Q2 2026.
RWA Wealth Partners left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #585 holding.
RWA Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.