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

Wealth Preservation 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	$2.69M	Buy	57,273 +23,999	+72%	+$1.08M	1.53%	11
2026 Q1	$1.41M	Sell	33,274 -6,115	-16%	-$263K	1.17%	13
2025 Q4	$1.63M	Buy	39,389 +175	+0.4%	+$7.17K	0.82%	18
2025 Q3	$1.55M	Buy	39,214 +161	+0.4%	+$6.21K	0.9%	15
2025 Q2	$1.48M	Sell	39,053 -206	-0.5%	-$7.53K	0.91%	17
2025 Q1	$1.42M	Buy	+39,259	New	+$1.43M	1.02%	15

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

Wealth Preservation Advisors's HEFA Position: Q2 2026 in Review

Wealth Preservation Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 72% in Q2 2026, buying an estimated $1.08M and bringing the position to 57,273 shares worth $2.69M. The position accounts for 1.53% of the portfolio, ranked #11.

Wealth Preservation Advisors first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Wealth Preservation Advisors held 57,273 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.69M as of Q2 2026.
Wealth Preservation Advisors bought 23,999 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.08M.
iShares Currency Hedged MSCI EAFE ETF made up 1.53% of Wealth Preservation Advisors's portfolio in Q2 2026, its #11 holding.
Wealth Preservation Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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