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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
Q2 		$377K Buy
8,031
+1,474
+22% +$66.3K 0.01% 601
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 $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

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

Sagespring Wealth Partners increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 22% in Q2 2026, buying an estimated $66.3K and bringing the position to 8,031 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #601.

Sagespring Wealth Partners first reported a position in HEFA in Q3 2025 and has held it in 4 quarters since. The position peaked at $574K in Q3 2025. 452 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Sagespring Wealth Partners held 8,031 shares of iShares Currency Hedged MSCI EAFE ETF worth $377K as of Q2 2026.
  • Sagespring Wealth Partners bought 1,474 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $66.3K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #601 holding.
  • Sagespring Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $574K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.