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

Thoroughbred 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	$4.7M	Sell	100,158 -1,119	-1%	-$50.3K	0.23%	94
2026 Q1	$4.3M	Buy	101,277 +4,068	+4%	+$175K	0.26%	86
2025 Q4	$4.02M	Sell	97,209 -2,868	-3%	-$118K	0.24%	88
2025 Q3	$3.96M	Buy	100,077 +7,709	+8%	+$297K	0.24%	91
2025 Q2	$3.51M	Buy	92,368 +12,671	+16%	+$463K	0.25%	86
2025 Q1	$2.89M	Buy	79,697 +26,732	+50%	+$974K	0.18%	119
2024 Q4	$1.84M	Buy	52,965 +9,537	+22%	+$336K	0.11%	172
2024 Q3	$1.54M	Buy	43,428 +10,045	+30%	+$349K	0.1%	191
2024 Q2	$1.19M	Buy	33,383 +20,034	+150%	+$703K	0.08%	230
2024 Q1	$465K	Buy	13,349 +6,573	+97%	+$216K	0.04%	298
2023 Q4	$213K	Buy	+6,776	New	+$207K	0.02%	557

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

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

Thoroughbred Financial Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.1% in Q2 2026, selling an estimated $50.3K and leaving 100,158 shares worth $4.7M. The position accounts for 0.23% of the portfolio, ranked #94.

Thoroughbred Financial Services first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Thoroughbred Financial Services held 100,158 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.7M as of Q2 2026.
Thoroughbred Financial Services sold 1,119 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $50.3K.
iShares Currency Hedged MSCI EAFE ETF made up 0.23% of Thoroughbred Financial Services's portfolio in Q2 2026, its #94 holding.
Thoroughbred Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.