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

Sequoia Financial 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	$210K	Sell	4,478 -11,428	-72%	-$514K	﹤0.01%	1949
2026 Q1	$676K	Buy	+15,906	New	+$685K	﹤0.01%	1091
2025 Q4	–	Sell	-24,878	Closed	-$985K	–	1954
2025 Q3	$985K	Sell	24,878 -16	-0.1%	-$617	0.01%	784
2025 Q2	$945K	Sell	24,894 -102	-0.4%	-$3.73K	0.01%	706
2025 Q1	$907K	Buy	24,996 +3,830	+18%	+$140K	0.01%	654
2024 Q4	$736K	Hold	21,166	–	–	0.01%	677
2024 Q3	$750K	Hold	21,166	–	–	0.01%	627
2024 Q2	$753K	Buy	21,166 +786	+4%	+$27.6K	0.01%	563
2024 Q1	$711K	Sell	20,380 -11,428	-36%	-$376K	0.01%	581
2023 Q4	$1M	Buy	31,808 +11,428	+56%	+$348K	0.01%	523
2023 Q3	$613K	Hold	20,380	–	–	0.01%	452
2023 Q2	$632K	Buy	+20,380	New	+$617K	0.01%	452

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

Sequoia Financial Advisors's HEFA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 72% in Q2 2026, selling an estimated $514K and leaving 4,478 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Sequoia Financial Advisors first reported a position in HEFA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1M in Q4 2023. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Sequoia Financial Advisors held 4,478 shares of iShares Currency Hedged MSCI EAFE ETF worth $210K as of Q2 2026.
Sequoia Financial Advisors sold 11,428 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $514K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1949 holding.
Sequoia Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
Sequoia Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1M in Q4 2023.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.