TRUE Private Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

TRUE Private Wealth Advisors’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	$2.2M	Sell	46,936 -11,596	-20%	-$522K	0.19%	77
2026 Q1	$2.49M	Buy	58,532 +16,131	+38%	+$695K	0.24%	61
2025 Q4	$1.75M	Buy	42,401 +306	+0.7%	+$12.5K	0.18%	80
2025 Q3	$1.67M	Buy	42,095 +2,282	+6%	+$88K	0.17%	87
2025 Q2	$1.51M	Sell	39,813 -307	-0.8%	-$11.2K	0.17%	87
2025 Q1	$1.46M	Sell	40,120 -39,410	-50%	-$1.44M	0.18%	79
2024 Q4	$2.76M	Sell	79,530 -2,396	-3%	-$84.4K	0.34%	49
2024 Q3	$2.9M	Sell	81,926 -47,549	-37%	-$1.65M	0.35%	50
2024 Q2	$4.6M	Buy	129,475 +7,454	+6%	+$262K	0.52%	37
2024 Q1	$4.26M	Buy	122,021 +40,340	+49%	+$1.33M	0.49%	38
2023 Q4	$2.57M	Sell	81,681 -27,432	-25%	-$836K	0.33%	47
2023 Q3	$3.28M	Buy	+109,113	New	+$3.3M	0.46%	45

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

TRUE Private Wealth Advisors's HEFA Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 20% in Q2 2026, selling an estimated $522K and leaving 46,936 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #77.

TRUE Private Wealth Advisors first reported a position in HEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.6M in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

TRUE Private Wealth Advisors held 46,936 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.2M as of Q2 2026.
TRUE Private Wealth Advisors sold 11,596 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $522K.
iShares Currency Hedged MSCI EAFE ETF made up 0.19% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #77 holding.
TRUE Private Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
TRUE Private Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.6M in Q2 2024.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.