Tucker Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Tucker Asset 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	$5.68K	Hold	121	–	–	﹤0.01%	369
2026 Q1	$5.14K	Buy	+121	New	+$5.21K	﹤0.01%	317
2025 Q2	–	Sell	-47	Closed	-$1.71K	–	312
2025 Q1	$1.71K	Sell	47 -15	-24%	-$547	﹤0.01%	286
2024 Q4	$2.15K	Sell	62 -501	-89%	-$17.6K	﹤0.01%	1194
2024 Q3	$19.9K	Sell	563 -351	-38%	-$12.2K	﹤0.01%	541
2024 Q2	$32.5K	Sell	914 -87	-9%	-$3.05K	0.01%	482
2024 Q1	$34.9K	Buy	+1,001	New	+$33K	0.01%	530

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

Tucker Asset Management's HEFA Position: Q2 2026 in Review

Tucker Asset Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 121 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Tucker Asset Management first reported a position in HEFA in Q1 2024 and has held it in 7 quarters since. The position peaked at $34.9K in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Tucker Asset Management held 121 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.68K as of Q2 2026.
Tucker Asset Management 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 Tucker Asset Management's portfolio in Q2 2026, its #369 holding.
Tucker Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
Tucker Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $34.9K in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.