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

Sagespring 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
Q1 		$279K Sell
6,557
-1,720
-21% -$74.1K 0.01% 687
2025
Q4 		$342K Sell
8,277
-6,226
-43% -$255K 0.01% 583
2025
Q3 		$574K Buy
+14,503
New +$559K 0.01% 430

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sagespring Wealth Partners's HEFA Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 21% in Q1 2026, selling an estimated $74.1K and leaving 6,557 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #687.

Sagespring Wealth Partners first reported a position in HEFA in Q3 2025 and has held it in 3 quarters since. The position peaked at $574K in Q3 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Sagespring Wealth Partners held 6,557 shares of iShares Currency Hedged MSCI EAFE ETF worth $279K as of Q1 2026.
  • Sagespring Wealth Partners sold 1,720 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $74.1K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #687 holding.
  • Sagespring Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $574K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.