Synergy Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Synergy Investment Management’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	$44.5K	Buy	948 +322	+51%	+$14.5K	0.01%	395
2026 Q1	$26.6K	Buy	+626	New	+$27K	0.01%	362
2025 Q3	–	Sell	-7,846	Closed	-$298K	–	129
2025 Q2	$298K	Sell	7,846 -33,970	-81%	-$1.24M	0.18%	67
2025 Q1	$1.52M	Buy	41,816 +34,929	+507%	+$1.27M	0.63%	37
2024 Q4	$239K	Buy	+6,887	New	+$243K	0.1%	104

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

Synergy Investment Management's HEFA Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 51% in Q2 2026, buying an estimated $14.5K and bringing the position to 948 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #395.

Synergy Investment Management first reported a position in HEFA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.52M in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Synergy Investment Management held 948 shares of iShares Currency Hedged MSCI EAFE ETF worth $44.5K as of Q2 2026.
Synergy Investment Management bought 322 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $14.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #395 holding.
Synergy Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 5 quarters since.
Synergy Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.52M in Q1 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.