Wealthcare Advisory Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wealthcare Advisory Partners’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	$2.93M	Sell	62,481 -1,974	-3%	-$88.8K	0.06%	273
2026 Q1	$2.74M	Buy	64,455 +1,816	+3%	+$78.2K	0.05%	297
2025 Q4	$2.59M	Buy	62,639 +484	+0.8%	+$19.8K	0.05%	299
2025 Q3	$2.46M	Buy	62,155 +1,096	+2%	+$42.2K	0.05%	292
2025 Q2	$2.32M	Buy	61,059 +26,152	+75%	+$956K	0.05%	296
2025 Q1	$1.27M	Buy	34,907 +997	+3%	+$36.3K	0.03%	393
2024 Q4	$1.18M	Sell	33,910 -496	-1%	-$17.5K	0.03%	386
2024 Q3	$1.22M	Sell	34,406 -421	-1%	-$14.6K	0.03%	371
2024 Q2	$1.24M	Buy	34,827 +192	+0.6%	+$6.74K	0.04%	329
2024 Q1	$1.21M	Sell	34,635 -40	-0.1%	-$1.32K	0.04%	328
2023 Q4	$1.09M	Buy	34,675 +20,732	+149%	+$632K	0.04%	298
2023 Q3	$420K	Sell	13,943 -571	-4%	-$17.3K	0.02%	473
2023 Q2	$450K	Sell	14,514 -6,756	-32%	-$205K	0.02%	467
2023 Q1	$627K	Buy	+21,270	New	+$614K	0.03%	395
2019 Q3	–	Sell	-60	Closed	-$2K	–	1371
2019 Q2	$2K	Sell	60 -1,060	-95%	-$31.1K	﹤0.01%	1188
2019 Q1	$32K	Sell	1,120 -319	-22%	-$8.87K	0.01%	557
2018 Q4	$37K	Hold	1,439	–	–	0.01%	492
2018 Q3	$43K	Hold	1,439	–	–	0.01%	505
2018 Q2	$43K	Hold	1,439	–	–	0.01%	490
2018 Q1	$41K	Hold	1,439	–	–	0.01%	435
2017 Q4	$43K	Hold	1,439	–	–	0.01%	396
2017 Q3	$42K	Hold	1,439	–	–	0.01%	325
2017 Q2	$41K	Hold	1,439	–	–	0.02%	51
2017 Q1	$40K	Buy	1,439 +319	+28%	+$8.58K	0.02%	45
2016 Q4	$29K	Buy	+1,120	New	+$28.4K	0.02%	55

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

Wealthcare Advisory Partners's HEFA Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.1% in Q2 2026, selling an estimated $88.8K and leaving 62,481 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #273.

Wealthcare Advisory Partners first reported a position in HEFA in Q4 2016 and has held it in 25 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Wealthcare Advisory Partners held 62,481 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.93M as of Q2 2026.
Wealthcare Advisory Partners sold 1,974 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $88.8K.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #273 holding.
Wealthcare Advisory Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 25 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.