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

Shepherd Street 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	$2.74M	Buy	59,072 +854	+1%	+$38.4K	2.4%	11
2026 Q1	$2.47M	Buy	58,218 +9,224	+19%	+$397K	2.44%	10
2025 Q4	$2.03M	Buy	+48,994	New	+$2.01M	1.94%	17

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 22.9% 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

Shepherd Street Advisors's HEFA Position: Q2 2026 in Review

Shepherd Street Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.5% in Q2 2026, buying an estimated $38.4K and bringing the position to 59,072 shares worth $2.74M. The position accounts for 2.4% of the portfolio, ranked #11.

Shepherd Street Advisors first reported a position in HEFA in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Shepherd Street Advisors held 59,072 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.74M as of Q2 2026.
Shepherd Street Advisors bought 854 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $38.4K.
iShares Currency Hedged MSCI EAFE ETF made up 2.4% of Shepherd Street Advisors's portfolio in Q2 2026, its #11 holding.
Shepherd Street Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.