Vestmark Advisory Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Vestmark Advisory Solutions’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	$3.93M	Sell	83,714 -435,101	-84%	-$19.6M	0.04%	465
2026 Q1	$22M	Buy	+518,815	New	+$22.4M	0.24%	90
2025 Q3	–	Sell	-15,106	Closed	-$573K	–	948
2025 Q2	$573K	Sell	15,106 -55,388	-79%	-$2.02M	0.01%	591
2025 Q1	$2.56M	Buy	+70,494	New	+$2.57M	0.07%	297
2022 Q4	–	Sell	-30,482	Closed	-$911K	–	858
2022 Q3	$911K	Sell	30,482 -3,659	-11%	-$117K	0.05%	407
2022 Q2	$1.09M	Buy	+34,141	New	+$1.13M	0.06%	349

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

Vestmark Advisory Solutions's HEFA Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 84% in Q2 2026, selling an estimated $19.6M and leaving 83,714 shares worth $3.93M. The position accounts for 0.04% of the portfolio, ranked #465.

Vestmark Advisory Solutions first reported a position in HEFA in Q2 2022 and has held it in 6 quarters since. The position peaked at $22M in Q1 2026. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Vestmark Advisory Solutions held 83,714 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.93M as of Q2 2026.
Vestmark Advisory Solutions sold 435,101 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $19.6M.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #465 holding.
Vestmark Advisory Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and has held it in 6 quarters since.
Vestmark Advisory Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $22M in Q1 2026.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.