Smartleaf Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Smartleaf Asset 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 Q2	$180K	Hold	3,864	–	–	0.01%	874
2026 Q1	$160K	Hold	3,864	–	–	0.01%	880
2025 Q4	$161K	Sell	3,864 -49	-1%	-$2.01K	0.01%	915
2025 Q3	$154K	Sell	3,913 -51	-1%	-$1.97K	0.01%	842
2025 Q2	$151K	Buy	3,964 +2,777	+234%	+$102K	0.01%	680
2025 Q1	$43.4K	Buy	+1,187	New	+$43.3K	﹤0.01%	1218

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

Smartleaf Asset Management's HEFA Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 3,864 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #874.

Smartleaf Asset Management first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Smartleaf Asset Management held 3,864 shares of iShares Currency Hedged MSCI EAFE ETF worth $180K as of Q2 2026.
Smartleaf Asset Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #874 holding.
Smartleaf Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.