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

Spire 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
Q2 		$171K Sell
3,649
-2,211
-38% -$99.5K 0.01% 833
2026
Q1 		$249K Sell
5,860
-115
-2% -$4.95K 0.01% 717
2025
Q4 		$247K Sell
5,975
-76,921
-93% -$3.15M 0.01% 739
2025
Q3 		$3.28M Sell
82,896
-6,115
-7% -$236K 0.11% 158
2025
Q2 		$3.24M Sell
89,011
-24,199
-21% -$885K 0.12% 153
2025
Q1 		$4.11M Sell
113,210
-1,982
-2% -$72.2K 0.13% 145
2024
Q4 		$4M Sell
115,192
-926
-0.8% -$32.6K 0.12% 148
2024
Q3 		$4.11M Sell
116,118
-6,422
-5% -$223K 0.14% 134
2024
Q2 		$4.33M Sell
122,540
-31,440
-20% -$1.1M 0.15% 140
2024
Q1 		$31.8M Buy
153,980
+36,057
+31% +$1.19M 0.58% 34
2023
Q4 		$3.74M Sell
117,923
-1,853
-2% -$56.5K 0.12% 177
2023
Q3 		$3.61M Buy
119,776
+800
+0.7% +$24.2K 0.14% 166
2023
Q2 		$3.69M Buy
118,976
+8,017
+7% +$243K 0.14% 146
2023
Q1 		$3.27M Sell
110,959
-30,476
-22% -$880K 0.13% 153
2022
Q4 		$3.82M Sell
141,435
-6,107
-4% -$187K 0.21% 104
2022
Q3 		$4.41M Sell
147,542
-45,952
-24% -$1.46M 0.27% 88
2022
Q2 		$6.16M Sell
193,494
-95,147
-33% -$3.15M 0.25% 102
2022
Q1 		$9.81M Buy
288,641
+5,086
+2% +$173K 0.26% 107
2021
Q4 		$10M Buy
283,555
+658
+0.2% +$23.2K 0.22% 121
2021
Q3 		$9.73M Buy
282,897
+669
+0.2% +$23.2K 0.26% 110
2021
Q2 		$9.87M Buy
282,228
+85,164
+43% +$2.89M 0.27% 107
2021
Q1 		$6.5M Buy
+197,064
New +$6.28M 0.17% 135

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

Spire Wealth Management's HEFA Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 38% in Q2 2026, selling an estimated $99.5K and leaving 3,649 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #833.

Spire Wealth Management first reported a position in HEFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $31.8M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Spire Wealth Management held 3,649 shares of iShares Currency Hedged MSCI EAFE ETF worth $171K as of Q2 2026.
  • Spire Wealth Management sold 2,211 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $99.5K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #833 holding.
  • Spire Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $31.8M in Q1 2024.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.