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Sowell Financial Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sowell Financial Services’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 		$682K Sell
14,534
-2,197
-13% -$98.8K 0.02% 563
2026
Q1 		$711K Sell
16,731
-272
-2% -$11.7K 0.03% 525
2025
Q4 		$703K Sell
17,003
-177
-1% -$7.25K 0.03% 539
2025
Q3 		$681K Sell
17,180
-159
-0.9% -$6.13K 0.03% 542
2025
Q2 		$658K Sell
17,339
-2,202
-11% -$80.5K 0.03% 539
2025
Q1 		$709K Buy
19,541
+1,487
+8% +$54.2K 0.03% 494
2024
Q4 		$627K Buy
18,054
+441
+3% +$15.5K 0.03% 386
2024
Q3 		$624K Sell
17,613
-6,906
-28% -$240K 0.03% 418
2024
Q2 		$872K Sell
24,519
-4,626
-16% -$162K 0.04% 349
2024
Q1 		$1.02M Buy
29,145
+8,777
+43% +$289K 0.05% 340
2023
Q4 		$642K Sell
20,368
-24,385
-54% -$743K 0.03% 399
2023
Q3 		$1.35M Sell
44,753
-301
-0.7% -$9.11K 0.08% 258
2023
Q2 		$1.4M Buy
45,054
+17,819
+65% +$540K 0.08% 289
2023
Q1 		$803K Buy
+27,235
New +$786K 0.06% 338
2021
Q2 		– Sell
-1,368
Closed -$46K – 1457
2021
Q1 		$46K Buy
1,368
+1,357
+12,336% +$43.3K ﹤0.01% 1690
2020
Q4 		$0 Sell
11
-27
-71% -$788 ﹤0.01% 2757
2020
Q3 		$1K Hold
38
– – ﹤0.01% 2373
2020
Q2 		$1K Sell
38
-2,822
-99% -$73.9K ﹤0.01% 2309
2020
Q1 		$69K Sell
2,860
-10,748
-79% -$306K 0.01% 945
2019
Q4 		$415K Sell
13,608
-284
-2% -$8.66K 0.03% 505
2019
Q3 		$416K Buy
+13,892
New +$406K 0.03% 456
2019
Q1 		$418K Sell
14,463
-134
-0.9% -$3.73K 0.05% 374
2018
Q4 		$377K Buy
+14,597
New +$406K 0.05% 331
2018
Q3 		– Sell
-8,671
Closed -$255K – 394
2018
Q2 		$255K Buy
8,671
+7
+0.1% +$209 0.05% 242
2018
Q1 		$260K Sell
8,664
-25,481
-75% -$749K 0.07% 230
2017
Q4 		$1.04M Buy
34,145
+1,725
+5% +$51.2K 0.26% 92
2017
Q3 		$971K Sell
32,420
-33
-0.1% -$933 0.25% 86
2017
Q2 		$922K Buy
32,453
+20,897
+181% +$591K 0.26% 88
2017
Q1 		$331K Buy
+11,556
New +$311K 0.1% 177

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

Sowell Financial Services's HEFA Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 13% in Q2 2026, selling an estimated $98.8K and leaving 14,534 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #563.

Sowell Financial Services first reported a position in HEFA in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.4M in Q2 2023. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Sowell Financial Services held 14,534 shares of iShares Currency Hedged MSCI EAFE ETF worth $682K as of Q2 2026.
  • Sowell Financial Services sold 2,197 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $98.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #563 holding.
  • Sowell Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and has held it in 29 quarters since.
  • Sowell Financial Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.4M in Q2 2023.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.