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

Sunrise Financial Services’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 		$11.5K Hold
245
– – 0.01% 223
2026
Q1 		$10.4K Hold
245
– – 0.01% 231
2025
Q4 		$10.1K Buy
+245
New +$10K 0.01% 210

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

Sunrise Financial Services's HEFA Position: Q2 2026 in Review

Sunrise Financial Services held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 245 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #223.

Sunrise Financial Services first reported a position in HEFA in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Sunrise Financial Services held 245 shares of iShares Currency Hedged MSCI EAFE ETF worth $11.5K as of Q2 2026.
  • Sunrise Financial Services left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #223 holding.
  • Sunrise Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 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 Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.