Sierra Ocean’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sierra Ocean’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	$202K	Buy	+4,295	New	+$193K	0.14%	70
2026 Q1	–	Sell	-5,247	Closed	-$217K	–	62
2025 Q4	$217K	Hold	5,247	–	–	0.18%	55
2025 Q3	$208K	Sell	5,247 -1,040	-17%	-$40.1K	0.17%	62
2025 Q2	$236K	Sell	6,287 -438	-7%	-$16K	0.17%	60
2025 Q1	$247K	Sell	6,725 -123	-2%	-$4.48K	0.2%	53
2024 Q4	$238K	Buy	+6,848	New	+$241K	0.19%	55

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

Sierra Ocean's HEFA Position: Q2 2026 in Review

Sierra Ocean opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,295 shares worth $202K. The stake represents 0.14% of the portfolio and ranks #70 among its holdings. This is a return to the name: Sierra Ocean previously reported a position in HEFA as recently as Q4 2025.

Sierra Ocean first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Sierra Ocean held 4,295 shares of iShares Currency Hedged MSCI EAFE ETF worth $202K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Sierra Ocean position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.14% of Sierra Ocean's portfolio in Q2 2026, its #70 holding.
Sierra Ocean first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Sierra Ocean's iShares Currency Hedged MSCI EAFE ETF position peaked at $247K in Q1 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.