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

Van Hulzen 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	$207K	Buy	+4,402	New	+$198K	0.01%	375
2025 Q1	–	Sell	-4,258	Closed	-$148K	–	623
2024 Q4	$148K	Buy	+4,258	New	+$150K	0.01%	353
2024 Q3	–	Sell	-48,121	Closed	-$1.71M	–	329
2024 Q2	$1.71M	Buy	+48,121	New	+$1.69M	0.11%	124

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

Van Hulzen Asset Management's HEFA Position: Q2 2026 in Review

Van Hulzen Asset Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,402 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in HEFA as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in HEFA in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.71M in Q2 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Van Hulzen Asset Management held 4,402 shares of iShares Currency Hedged MSCI EAFE ETF worth $207K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Van Hulzen Asset Management position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Van Hulzen Asset Management's portfolio in Q2 2026, its #375 holding.
Van Hulzen Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 3 quarters since.
Van Hulzen Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.71M in Q2 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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