Stokes Family Office’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Stokes Family Office’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 Q1	–	Sell	-9,054	Closed	-$374K	–	294
2025 Q4	$374K	Buy	9,054 +248	+3%	+$10.2K	0.03%	230
2025 Q3	$349K	Sell	8,806 -798	-8%	-$30.8K	0.03%	212
2025 Q2	$365K	Sell	9,604 -116,148	-92%	-$4.25M	0.04%	188
2025 Q1	$4.56M	Buy	+125,752	New	+$4.58M	0.51%	48
2024 Q3	–	Sell	-150,517	Closed	-$5.35M	–	232
2024 Q2	$5.35M	Sell	150,517 -59,283	-28%	-$2.08M	0.63%	34
2024 Q1	$7.32M	Buy	+209,800	New	+$6.91M	0.91%	26

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stokes Family Office's HEFA Position: Q1 2026 in Review

Stokes Family Office sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 9,054 shares — an estimated $374K sold.

Stokes Family Office first reported a position in HEFA in Q1 2024 and held it in 6 quarters. The position peaked at $7.32M in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Stokes Family Office reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 9,054 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $374K.
Stokes Family Office first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 6 quarters.
Stokes Family Office's iShares Currency Hedged MSCI EAFE ETF position peaked at $7.32M in Q1 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.