VisionPoint Advisory Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

VisionPoint Advisory Group’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	$684K	Sell	14,581 -1,600	-10%	-$72K	0.11%	205
2026 Q1	$688K	Sell	16,181 -637	-4%	-$27.4K	0.13%	183
2025 Q4	$696K	Buy	16,818 +3,294	+24%	+$135K	0.14%	169
2025 Q3	$536K	Sell	13,524 -152	-1%	-$5.86K	0.11%	199
2025 Q2	$519K	Buy	+13,676	New	+$500K	0.11%	185

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

VisionPoint Advisory Group's HEFA Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 9.9% in Q2 2026, selling an estimated $72K and leaving 14,581 shares worth $684K. The position accounts for 0.11% of the portfolio, ranked #205.

VisionPoint Advisory Group first reported a position in HEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $696K in Q4 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

VisionPoint Advisory Group held 14,581 shares of iShares Currency Hedged MSCI EAFE ETF worth $684K as of Q2 2026.
VisionPoint Advisory Group sold 1,600 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $72K.
iShares Currency Hedged MSCI EAFE ETF made up 0.11% of VisionPoint Advisory Group's portfolio in Q2 2026, its #205 holding.
VisionPoint Advisory Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $696K in Q4 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.