SHP Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

SHP Wealth Management’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 Q1	$286K	Buy	+6,734	New	+$290K	0.02%	206

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SHP Wealth Management's HEFA Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026: 6,734 shares worth $286K. The stake represents 0.02% of the portfolio and ranks #206 among its holdings.

433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

SHP Wealth Management held 6,734 shares of iShares Currency Hedged MSCI EAFE ETF worth $286K as of Q1 2026.
iShares Currency Hedged MSCI EAFE ETF was a new SHP Wealth Management position in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #206 holding.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.