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Strategic Financial Concepts’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Strategic Financial Concepts’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 		$7.75M Buy
161,657
+82,060
+103% +$3.69M 2.31% 10
2026
Q1 		$3.45M Buy
+79,597
New +$3.43M 0.85% 29
2024
Q3 		– Sell
-105,691
Closed -$3.03K – 433
2024
Q2 		$3.03K Buy
+105,691
New +$3.71M ﹤0.01% 516

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

Strategic Financial Concepts's HEFA Position: Q2 2026 in Review

Strategic Financial Concepts increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 103% in Q2 2026, buying an estimated $3.69M and bringing the position to 161,657 shares worth $7.75M. The position accounts for 2.31% of the portfolio, ranked #10.

Strategic Financial Concepts first reported a position in HEFA in Q2 2024 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Strategic Financial Concepts held 161,657 shares of iShares Currency Hedged MSCI EAFE ETF worth $7.75M as of Q2 2026.
  • Strategic Financial Concepts bought 82,060 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $3.69M.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.31% of Strategic Financial Concepts's portfolio in Q2 2026, its #10 holding.
  • Strategic Financial Concepts first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.