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Sage Mountain Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sage Mountain Advisors’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 		$682K Sell
14,532
-2,829
-16% -$127K 0.04% 123
2026
Q1 		$738K Sell
17,361
-5,525
-24% -$238K 0.05% 109
2025
Q4 		$947K Hold
22,886
– – 0.05% 171
2025
Q3 		$907K Hold
22,886
– – 0.05% 176
2025
Q2 		$869K Sell
22,886
-6,269
-22% -$229K 0.06% 162
2025
Q1 		$1.06M Buy
29,155
+443
+2% +$16.1K 0.08% 110
2024
Q4 		$998K Sell
28,712
-954
-3% -$33.6K 0.07% 113
2024
Q3 		$1.05M Hold
29,666
– – 0.09% 104
2024
Q2 		$1.05M Sell
29,666
-23,749
-44% -$833K 0.1% 94
2024
Q1 		$1.86M Hold
53,415
– – 0.19% 60
2023
Q4 		$1.68M Buy
53,415
+4,523
+9% +$138K 0.2% 59
2023
Q3 		$1.47M Sell
48,892
-4,193
-8% -$127K 0.2% 57
2023
Q2 		$1.65M Buy
53,085
+3,841
+8% +$116K 0.23% 54
2023
Q1 		$1.45M Buy
49,244
+29,169
+145% +$842K 0.23% 52
2022
Q4 		$542K Buy
20,075
+3,795
+23% +$116K 0.12% 66
2022
Q3 		$487K Hold
16,280
– – 0.13% 69
2022
Q2 		$518K Hold
16,280
– – 0.09% 211
2022
Q1 		$553K Sell
16,280
-8,364
-34% -$284K 0.09% 243
2021
Q4 		$871K Buy
24,644
+4,714
+24% +$166K 0.1% 176
2021
Q3 		$685K Hold
19,930
– – 0.1% 202
2021
Q2 		$690K Hold
19,930
– – 0.11% 188
2021
Q1 		$657K Buy
19,930
+18,385
+1,190% +$586K 0.14% 124
2020
Q4 		$47K Buy
+1,545
New +$45.1K 0.02% 233

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Sage Mountain Advisors's HEFA Position: Q2 2026 in Review

Sage Mountain Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 16% in Q2 2026, selling an estimated $127K and leaving 14,532 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #123.

Sage Mountain Advisors first reported a position in HEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q1 2024. 297 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Sage Mountain Advisors held 14,532 shares of iShares Currency Hedged MSCI EAFE ETF worth $682K as of Q2 2026.
  • Sage Mountain Advisors sold 2,829 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $127K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Sage Mountain Advisors's portfolio in Q2 2026, its #123 holding.
  • Sage Mountain Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.86M in Q1 2024.
  • 297 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.