Twin Peaks Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Twin Peaks 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	–	Sell	-23	Closed	-$977	–	1070
2026 Q1	$977	Buy	+23	New	+$991	﹤0.01%	1907
2025 Q3	–	Sell	-40	Closed	-$1.55K	–	1005
2025 Q2	$1.55K	Sell	40 -25,005	-100%	-$914K	﹤0.01%	1693
2025 Q1	$862K	Buy	+25,045	New	+$913K	0.39%	59
2024 Q3	–	Sell	-16,138	Closed	-$574K	–	138
2024 Q2	$574K	Sell	16,138 -2,904	-15%	-$102K	0.29%	70
2024 Q1	$664K	Buy	+19,042	New	+$627K	0.37%	56

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

Twin Peaks Wealth Advisors's HEFA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 23 shares — an estimated $977 sold.

Twin Peaks Wealth Advisors first reported a position in HEFA in Q1 2024 and held it in 5 quarters. The position peaked at $862K in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 23 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $977.
Twin Peaks Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 5 quarters.
Twin Peaks Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $862K in Q1 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.