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

Scarborough 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	–	Sell	-538	Closed	-$22.9K	–	372
2026 Q1	$22.9K	Sell	538 -556	-51%	-$24K	﹤0.01%	327
2025 Q4	$45.2K	Buy	1,094 +20	+2%	+$820	0.01%	157
2025 Q3	$42.6K	Sell	1,074 -1,567	-59%	-$60.4K	0.01%	151
2025 Q2	$100K	Sell	2,641 -119,547	-98%	-$4.37M	0.02%	102
2025 Q1	$4.43M	Buy	+122,188	New	+$4.45M	0.63%	38
2024 Q3	–	Sell	-128,246	Closed	-$4.56M	–	268
2024 Q2	$4.56M	Sell	128,246 -44,250	-26%	-$1.55M	1.87%	15
2024 Q1	$6.02M	Buy	+172,496	New	+$5.68M	2.79%	15

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

Scarborough Advisors's HEFA Position: Q2 2026 in Review

Scarborough Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 538 shares — an estimated $22.9K sold.

Scarborough Advisors first reported a position in HEFA in Q1 2024 and held it in 7 quarters. The position peaked at $6.02M in Q1 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Scarborough Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 538 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $22.9K.
Scarborough Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 7 quarters.
Scarborough Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.02M in Q1 2024.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.