Watershed Private Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Watershed Private Wealth’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 Q1	–	Sell	-4,889	Closed	-$202K	–	115
2025 Q4	$202K	Sell	4,889 -857	-15%	-$35.1K	0.06%	115
2025 Q3	$228K	Sell	5,746 -217	-4%	-$8.36K	0.07%	108
2025 Q2	$226K	Sell	5,963 -5,894	-50%	-$215K	0.08%	99
2025 Q1	$430K	Buy	11,857 +1,974	+20%	+$72K	0.17%	74
2024 Q4	$343K	Buy	9,883 +2,179	+28%	+$76.8K	0.13%	85
2024 Q3	$273K	Sell	7,704 -52,030	-87%	-$1.81M	0.11%	94
2024 Q2	$2.12M	Sell	59,734 -21,438	-26%	-$752K	0.9%	23
2024 Q1	$2.83M	Buy	+81,172	New	+$2.67M	1.25%	18

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Watershed Private Wealth's HEFA Position: Q1 2026 in Review

Watershed Private Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 4,889 shares — an estimated $202K sold.

Watershed Private Wealth first reported a position in HEFA in Q1 2024 and held it in 8 quarters. The position peaked at $2.83M in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Watershed Private Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Watershed Private Wealth sold 4,889 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $202K.
Watershed Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 8 quarters.
Watershed Private Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.83M in Q1 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Watershed Private Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.