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

SMART Wealth’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 		$323K Sell
6,886
-727
-10% -$32.7K 0.07% 184
2026
Q1 		$324K Buy
+7,613
New +$328K 0.09% 154

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMART Wealth's HEFA Position: Q2 2026 in Review

SMART Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 9.5% in Q2 2026, selling an estimated $32.7K and leaving 6,886 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #184.

SMART Wealth first reported a position in HEFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $324K in Q1 2026. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • SMART Wealth held 6,886 shares of iShares Currency Hedged MSCI EAFE ETF worth $323K as of Q2 2026.
  • SMART Wealth sold 727 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $32.7K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.07% of SMART Wealth's portfolio in Q2 2026, its #184 holding.
  • SMART Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • SMART Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $324K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.