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Vise Technologies’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Vise Technologies’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 		$919K Buy
19,593
+11,356
+138% +$511K 0.01% 833
2026
Q1 		$341K Hold
8,237
– – 0.01% 1077
2025
Q4 		$341K Buy
8,237
+2,332
+39% +$95.6K 0.01% 1083
2025
Q3 		$234K Sell
5,905
-7,209
-55% -$278K 0.01% 1035
2025
Q2 		$498K Buy
+13,114
New +$479K 0.02% 643

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 22.9% 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

Vise Technologies's HEFA Position: Q2 2026 in Review

Vise Technologies increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 138% in Q2 2026, buying an estimated $511K and bringing the position to 19,593 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #833.

Vise Technologies first reported a position in HEFA in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Vise Technologies held 19,593 shares of iShares Currency Hedged MSCI EAFE ETF worth $919K as of Q2 2026.
  • Vise Technologies bought 11,356 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $511K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #833 holding.
  • Vise Technologies first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.