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

Tidemark’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	$4.03K	Hold	86	–	–	﹤0.01%	621
2026 Q1	$3.65K	Hold	86	–	–	﹤0.01%	590
2025 Q4	$3.55K	Sell	86 -13	-13%	-$533	﹤0.01%	539
2025 Q3	$3.92K	Sell	99 -16	-14%	-$617	﹤0.01%	547
2025 Q2	$4.38K	Sell	115 -147	-56%	-$5.37K	﹤0.01%	539
2025 Q1	$9.51K	Sell	262 -364	-58%	-$13.3K	﹤0.01%	442
2024 Q4	$21.8K	Sell	626 -505	-45%	-$17.8K	0.01%	338
2024 Q3	$40.1K	Sell	1,131 -44,246	-98%	-$1.54M	0.02%	264
2024 Q2	$1.61M	Buy	45,377 +8,036	+22%	+$282K	0.74%	24
2024 Q1	$1.3M	Buy	+37,341	New	+$1.23M	0.73%	30

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

Tidemark's HEFA Position: Q2 2026 in Review

Tidemark held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 86 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Tidemark first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Tidemark held 86 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.03K as of Q2 2026.
Tidemark 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 Tidemark's portfolio in Q2 2026, its #621 holding.
Tidemark first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Tidemark's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.61M in Q2 2024.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.