Strategic Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Strategic Wealth Partners’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	$20K	Sell	427 -14	-3%	-$630	﹤0.01%	747
2026 Q1	$18.7K	Sell	441 -3	-0.7%	-$129	﹤0.01%	723
2025 Q4	$18.4K	Sell	444 -1,146	-72%	-$47K	﹤0.01%	721
2025 Q3	$63K	Buy	1,590 +1,144	+257%	+$44.1K	﹤0.01%	510
2025 Q2	$16.9K	Buy	+446	New	+$16.3K	﹤0.01%	686
2019 Q4	–	Sell	-246	Closed	-$7	–	285
2019 Q3	$7	Hold	246	–	–	﹤0.01%	610
2019 Q2	$7K	Hold	246	–	–	﹤0.01%	601
2019 Q1	$7K	Hold	246	–	–	﹤0.01%	591
2018 Q4	$7K	Hold	246	–	–	﹤0.01%	532
2018 Q3	$7K	Hold	246	–	–	﹤0.01%	531
2018 Q2	$7K	Hold	246	–	–	﹤0.01%	603
2018 Q1	$7K	Hold	246	–	–	﹤0.01%	600
2017 Q4	$8K	Buy	+246	New	+$7.3K	﹤0.01%	560

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

Strategic Wealth Partners's HEFA Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.2% in Q2 2026, selling an estimated $630 and leaving 427 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Strategic Wealth Partners first reported a position in HEFA in Q4 2017 and has held it in 13 quarters since. The position peaked at $63K in Q3 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Strategic Wealth Partners held 427 shares of iShares Currency Hedged MSCI EAFE ETF worth $20K as of Q2 2026.
Strategic Wealth Partners sold 14 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $630.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #747 holding.
Strategic Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $63K in Q3 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.