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

Stone Summit 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	$466K	Sell	9,935 -748	-7%	-$33.7K	0.12%	102
2026 Q1	$454K	Sell	10,683 -44,263	-81%	-$1.91M	0.13%	96
2025 Q4	$2.27M	Sell	54,946 -3,251	-6%	-$133K	0.62%	49
2025 Q3	$2.31M	Sell	58,197 -1,680	-3%	-$64.8K	0.65%	50
2025 Q2	$2.27M	Sell	59,877 -1,414	-2%	-$51.7K	0.7%	52
2025 Q1	$2.22M	Buy	61,291 +447	+0.7%	+$16.3K	0.75%	47
2024 Q4	$2.11M	Buy	60,844 +2,259	+4%	+$79.6K	0.71%	48
2024 Q3	$2.08M	Buy	58,585 +4,617	+9%	+$160K	0.67%	51
2024 Q2	$1.92M	Buy	53,968 +2,143	+4%	+$75.2K	0.69%	49
2024 Q1	$1.81M	Buy	51,825 +8,324	+19%	+$274K	0.63%	55
2023 Q4	$1.37M	Buy	43,501 +6,283	+17%	+$192K	0.53%	61
2023 Q3	$1.12M	Buy	37,218 +4,520	+14%	+$137K	0.48%	67
2023 Q2	$1.01M	Buy	32,698 +5,367	+20%	+$162K	0.42%	68
2023 Q1	$805K	Buy	+27,331	New	+$789K	0.36%	74

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

Stone Summit Wealth's HEFA Position: Q2 2026 in Review

Stone Summit Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7% in Q2 2026, selling an estimated $33.7K and leaving 9,935 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #102.

Stone Summit Wealth first reported a position in HEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.31M in Q3 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Stone Summit Wealth held 9,935 shares of iShares Currency Hedged MSCI EAFE ETF worth $466K as of Q2 2026.
Stone Summit Wealth sold 748 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $33.7K.
iShares Currency Hedged MSCI EAFE ETF made up 0.12% of Stone Summit Wealth's portfolio in Q2 2026, its #102 holding.
Stone Summit Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Stone Summit Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.31M in Q3 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.