VCM
HEFA icon

Verde Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Verde Capital 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 		$41.4M Buy
881,454
+49,914
+6% +$2.25M 7.65% 5
2026
Q1 		$35.3M Buy
831,540
+57,007
+7% +$2.46M 7.56% 5
2025
Q4 		$32M Buy
774,533
+55,519
+8% +$2.28M 6.83% 6
2025
Q3 		$28.5M Buy
719,014
+59,192
+9% +$2.28M 6.31% 6
2025
Q2 		$25M Buy
659,822
+52,580
+9% +$1.92M 6.18% 6
2025
Q1 		$22M Buy
607,242
+12,301
+2% +$448K 6.27% 6
2024
Q4 		$20.7M Buy
594,941
+60,570
+11% +$2.13M 5.83% 6
2024
Q3 		$18.9M Buy
534,371
+34,125
+7% +$1.19M 5.68% 6
2024
Q2 		$17.8M Buy
500,246
+14,828
+3% +$520K 5.65% 6
2024
Q1 		$16.9M Buy
485,418
+38,764
+9% +$1.28M 5.8% 6
2023
Q4 		$14.1M Sell
446,654
-30,604
-6% -$933K 5.32% 6
2023
Q3 		$14.4M Buy
477,258
+64,984
+16% +$1.97M 5.58% 6
2023
Q2 		$12.8M Buy
412,274
+44,121
+12% +$1.34M 4.85% 7
2023
Q1 		$10.8M Buy
368,153
+44,510
+14% +$1.29M 4.52% 8
2022
Q4 		$8.74M Buy
323,643
+46,390
+17% +$1.42M 4.18% 8
2022
Q3 		$8.29M Sell
277,253
-1,489
-0.5% -$47.5K 4.03% 8
2022
Q2 		$8.87M Sell
278,742
-17,596
-6% -$583K 4.07% 8
2022
Q1 		$10.1M Buy
296,338
+25,701
+9% +$873K 3.98% 9
2021
Q4 		$9.56M Buy
270,637
+35,213
+15% +$1.24M 3.64% 10
2021
Q3 		$8.1M Buy
235,424
+31,458
+15% +$1.09M 3.37% 9
2021
Q2 		$7.07M Buy
203,966
+45,865
+29% +$1.56M 2.97% 10
2021
Q1 		$5.21M Buy
158,101
+96,027
+155% +$3.06M 2.3% 13
2020
Q4 		$1.89M Buy
+62,074
New +$1.81M 0.94% 18

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Verde Capital Management's HEFA Position: Q2 2026 in Review

Verde Capital Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6% in Q2 2026, buying an estimated $2.25M and bringing the position to 881,454 shares worth $41.4M. The position accounts for 7.65% of the portfolio, ranked #5.

Verde Capital Management first reported a position in HEFA in Q4 2020 and has held it in 23 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Verde Capital Management held 881,454 shares of iShares Currency Hedged MSCI EAFE ETF worth $41.4M as of Q2 2026.
  • Verde Capital Management bought 49,914 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $2.25M.
  • iShares Currency Hedged MSCI EAFE ETF made up 7.65% of Verde Capital Management's portfolio in Q2 2026, its #5 holding.
  • Verde Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.