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

Sanctuary 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	$4.79M	Sell	102,026 -6,613	-6%	-$298K	0.02%	615
2026 Q1	$4.62M	Sell	108,639 -8,582	-7%	-$370K	0.03%	587
2025 Q4	$4.85M	Sell	117,221 -8,938	-7%	-$366K	0.03%	560
2025 Q3	$5M	Sell	126,159 -24,579	-16%	-$947K	0.03%	540
2025 Q2	$5.72M	Sell	150,738 -219,260	-59%	-$8.02M	0.04%	466
2025 Q1	$13.4M	Buy	369,998 +281,065	+316%	+$10.2M	0.09%	225
2024 Q4	$3.25M	Sell	88,933 -16,237	-15%	-$572K	0.02%	677
2024 Q3	$3.7M	Sell	105,170 -740,666	-88%	-$25.7M	0.02%	623
2024 Q2	$29.3M	Buy	+845,836	New	+$29.7M	0.21%	99

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

Sanctuary Advisors's HEFA Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.1% in Q2 2026, selling an estimated $298K and leaving 102,026 shares worth $4.79M. The position accounts for 0.02% of the portfolio, ranked #615.

Sanctuary Advisors first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.3M in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Sanctuary Advisors held 102,026 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.79M as of Q2 2026.
Sanctuary Advisors sold 6,613 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $298K.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #615 holding.
Sanctuary Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $29.3M in Q2 2024.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.