Savant Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Savant Capital’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	$468K	Sell	9,972 -1,324	-12%	-$59.6K	﹤0.01%	1262
2026 Q1	$480K	Buy	11,296 +4,378	+63%	+$189K	﹤0.01%	933
2025 Q4	$286K	Buy	6,918 +1,095	+19%	+$44.9K	﹤0.01%	1080
2025 Q3	$231K	Sell	5,823 -33	-0.6%	-$1.27K	﹤0.01%	1167
2025 Q2	$222K	Buy	5,856 +64	+1%	+$2.34K	﹤0.01%	1109
2025 Q1	$210K	Sell	5,792 -1,780	-24%	-$64.9K	﹤0.01%	986
2024 Q4	$263K	Sell	7,572 -2,929	-28%	-$103K	﹤0.01%	1177
2024 Q3	$372K	Buy	+10,501	New	+$365K	﹤0.01%	1000
2020 Q1	–	Sell	-6,682	Closed	-$204K	–	397
2019 Q4	$204K	Buy	+6,682	New	+$204K	0.03%	338

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

Savant Capital's HEFA Position: Q2 2026 in Review

Savant Capital reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 12% in Q2 2026, selling an estimated $59.6K and leaving 9,972 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Savant Capital first reported a position in HEFA in Q4 2019 and has held it in 9 quarters since. The position peaked at $480K in Q1 2026. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Savant Capital held 9,972 shares of iShares Currency Hedged MSCI EAFE ETF worth $468K as of Q2 2026.
Savant Capital sold 1,324 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $59.6K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1262 holding.
Savant Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 9 quarters since.
Savant Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $480K in Q1 2026.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.