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

Traveka Wealth’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	$4.02M	Sell	85,670 -4,483	-5%	-$202K	1.34%	18
2026 Q1	$3.83M	Sell	90,153 -12,153	-12%	-$524K	1.46%	18
2025 Q4	$4.23M	Sell	102,306 -4,447	-4%	-$182K	1.72%	16
2025 Q3	$4.23M	Sell	106,753 -31,740	-23%	-$1.22M	1.89%	16
2025 Q2	$5.26M	Sell	138,493 -2,635	-2%	-$96.3K	2.78%	9
2025 Q1	$5.12M	Sell	141,128 -8,180	-5%	-$298K	2.87%	7
2024 Q4	$5.19M	Sell	149,308 -9,900	-6%	-$349K	2.86%	7
2024 Q3	$5.64M	Buy	159,208 +841	+0.5%	+$29.2K	2.86%	9
2024 Q2	$5.63M	Buy	158,367 +34,853	+28%	+$1.22M	2.75%	8
2024 Q1	$4.31M	Buy	123,514 +24,274	+24%	+$799K	1.99%	10
2023 Q4	$3.13M	Buy	+99,240	New	+$3.03M	1.57%	18

Other funds holding HEFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Traveka Wealth's HEFA Position: Q2 2026 in Review

Traveka Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5% in Q2 2026, selling an estimated $202K and leaving 85,670 shares worth $4.02M. The position accounts for 1.34% of the portfolio, ranked #18.

Traveka Wealth first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.64M in Q3 2024. 207 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Traveka Wealth held 85,670 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.02M as of Q2 2026.
Traveka Wealth sold 4,483 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $202K.
iShares Currency Hedged MSCI EAFE ETF made up 1.34% of Traveka Wealth's portfolio in Q2 2026, its #18 holding.
Traveka Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Traveka Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.64M in Q3 2024.
207 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.