Wealthfront Advisers’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wealthfront Advisers’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	$599K	Sell	12,755 -825	-6%	-$37.1K	﹤0.01%	826
2026 Q1	$577K	Buy	13,580 +3,105	+30%	+$134K	﹤0.01%	809
2025 Q4	$433K	Buy	10,475 +3,467	+49%	+$142K	﹤0.01%	849
2025 Q3	$278K	Buy	7,008 +862	+14%	+$33.2K	﹤0.01%	919
2025 Q2	$233K	Sell	6,146 -742	-11%	-$27.1K	﹤0.01%	923
2025 Q1	$250K	Buy	+6,888	New	+$251K	﹤0.01%	872
2023 Q2	–	Sell	-17,216	Closed	-$507K	–	830
2023 Q1	$507K	Buy	+17,216	New	+$497K	﹤0.01%	658

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

Wealthfront Advisers's HEFA Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.1% in Q2 2026, selling an estimated $37.1K and leaving 12,755 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Wealthfront Advisers first reported a position in HEFA in Q1 2023 and has held it in 7 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Wealthfront Advisers held 12,755 shares of iShares Currency Hedged MSCI EAFE ETF worth $599K as of Q2 2026.
Wealthfront Advisers sold 825 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $37.1K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #826 holding.
Wealthfront Advisers first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 7 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.