Waverly Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Waverly Advisors’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	$79.5M	Sell	1,694,704 -232,749	-12%	-$10.5M	0.46%	53
2026 Q1	$81.9M	Sell	1,927,453 -563,442	-23%	-$24.3M	0.61%	34
2025 Q4	$103M	Buy	2,490,895 +95,434	+4%	+$3.91M	0.83%	19
2025 Q3	$94.9M	Buy	2,395,461 +213,032	+10%	+$8.21M	0.95%	16
2025 Q2	$82.8M	Buy	2,182,429 +230,403	+12%	+$8.42M	0.91%	19
2025 Q1	$70.8M	Buy	1,952,026 +1,863,929	+2,116%	+$67.9M	0.86%	18
2024 Q4	$3.06M	Buy	88,097 +24,690	+39%	+$870K	0.05%	294
2024 Q3	$2.25M	Buy	63,407 +22,805	+56%	+$793K	0.04%	317
2024 Q2	$1.44M	Buy	+40,602	New	+$1.42M	0.03%	371

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

Waverly Advisors's HEFA Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 12% in Q2 2026, selling an estimated $10.5M and leaving 1,694,704 shares worth $79.5M. The position accounts for 0.46% of the portfolio, ranked #53.

Waverly Advisors first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $103M in Q4 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Waverly Advisors held 1,694,704 shares of iShares Currency Hedged MSCI EAFE ETF worth $79.5M as of Q2 2026.
Waverly Advisors sold 232,749 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $10.5M.
iShares Currency Hedged MSCI EAFE ETF made up 0.46% of Waverly Advisors's portfolio in Q2 2026, its #53 holding.
Waverly Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Waverly Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $103M in Q4 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.