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

Savvy Advisors Inc’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	$3.81M	Buy	81,221 +14,785	+22%	+$665K	0.08%	195
2026 Q1	$2.82M	Buy	66,436 +5,410	+9%	+$233K	0.08%	201
2025 Q4	$2.52M	Buy	61,026 +20,642	+51%	+$846K	0.08%	189
2025 Q3	$1.6M	Buy	40,384 +1,121	+3%	+$43.2K	0.07%	197
2025 Q2	$1.49M	Buy	39,263 +11,174	+40%	+$409K	0.1%	151
2025 Q1	$1.02M	Buy	+28,089	New	+$1.02M	0.1%	163

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

Savvy Advisors Inc's HEFA Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 22% in Q2 2026, buying an estimated $665K and bringing the position to 81,221 shares worth $3.81M. The position accounts for 0.08% of the portfolio, ranked #195.

Savvy Advisors Inc first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Savvy Advisors Inc held 81,221 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.81M as of Q2 2026.
Savvy Advisors Inc bought 14,785 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $665K.
iShares Currency Hedged MSCI EAFE ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q2 2026, its #195 holding.
Savvy Advisors Inc first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.