Sharkey, Howes & Javer’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sharkey, Howes & Javer’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	$227K	Sell	4,831 -31	-0.6%	-$1.4K	0.03%	157
2026 Q1	$207K	Sell	4,862 -558	-10%	-$24K	0.03%	151
2025 Q4	$224K	Sell	5,420 -302	-5%	-$12.4K	0.03%	150
2025 Q3	$227K	Sell	5,722 -1,216	-18%	-$46.9K	0.03%	150
2025 Q2	$263K	Sell	6,938 -85,388	-92%	-$3.12M	0.04%	134
2025 Q1	$3.35M	Buy	92,326 +81,691	+768%	+$2.98M	0.48%	43
2024 Q4	$370K	Sell	10,635 -1,893	-15%	-$66.7K	0.05%	115
2024 Q3	$444K	Sell	12,528 -84,424	-87%	-$2.93M	0.06%	101
2024 Q2	$3.45M	Buy	96,952 +89,613	+1,221%	+$3.14M	0.56%	30
2024 Q1	$256K	Buy	+7,339	New	+$242K	0.04%	110
2018 Q2	–	Sell	-42	Closed	-$1K	–	207
2018 Q1	$1K	Buy	+42	New	+$1.23K	﹤0.01%	197
2015 Q4	–	Sell	-74	Closed	-$2K	–	257
2015 Q3	$2K	Buy	74 +1	+1%	+$26	﹤0.01%	211
2015 Q2	$2K	Buy	+73	New	+$2.07K	﹤0.01%	184

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

Sharkey, Howes & Javer's HEFA Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.64% in Q2 2026, selling an estimated $1.4K and leaving 4,831 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #157.

Sharkey, Howes & Javer first reported a position in HEFA in Q2 2015 and has held it in 13 quarters since. The position peaked at $3.45M in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Sharkey, Howes & Javer held 4,831 shares of iShares Currency Hedged MSCI EAFE ETF worth $227K as of Q2 2026.
Sharkey, Howes & Javer sold 31 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.4K.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #157 holding.
Sharkey, Howes & Javer first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and has held it in 13 quarters since.
Sharkey, Howes & Javer's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.45M in Q2 2024.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.