Tradewinds Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Tradewinds Capital 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	$5.91K	Buy	+126	New	+$5.67K	﹤0.01%	453
2022 Q3	–	Sell	-29	Closed	-$1K	–	456
2022 Q2	$1K	Buy	+29	New	+$961	﹤0.01%	389

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

Tradewinds Capital Management's HEFA Position: Q2 2026 in Review

Tradewinds Capital Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 126 shares worth $5.91K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Tradewinds Capital Management previously reported a position in HEFA as recently as Q2 2022.

Tradewinds Capital Management first reported a position in HEFA in Q2 2022 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Tradewinds Capital Management held 126 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.91K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Tradewinds Capital Management position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #453 holding.
Tradewinds Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and has held it in 2 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.