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

Summit Financial’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 		$3.09M Buy
65,936
+18,057
+38% +$812K 0.03% 490
2026
Q1 		$2.03M Buy
47,879
+3,343
+8% +$144K 0.03% 574
2025
Q4 		$1.84M Buy
44,536
+971
+2% +$39.8K 0.03% 516
2025
Q3 		$1.73M Buy
43,565
+1,689
+4% +$65.1K 0.03% 507
2025
Q2 		$1.59M Buy
41,876
+1,090
+3% +$39.8K 0.04% 331
2025
Q1 		$1.48M Buy
+40,786
New +$1.49M 0.04% 305

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

Summit Financial's HEFA Position: Q2 2026 in Review

Summit Financial increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 38% in Q2 2026, buying an estimated $812K and bringing the position to 65,936 shares worth $3.09M. The position accounts for 0.03% of the portfolio, ranked #490.

Summit Financial first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Summit Financial held 65,936 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.09M as of Q2 2026.
  • Summit Financial bought 18,057 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $812K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #490 holding.
  • Summit Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.