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

WealthShield 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	$9.24K	Sell	197 -313	-61%	-$14.1K	﹤0.01%	334
2026 Q1	$21.7K	Hold	510	–	–	﹤0.01%	493
2025 Q4	$21.1K	Sell	510 -315	-38%	-$12.9K	﹤0.01%	477
2025 Q3	$32.7K	Sell	825 -3,997	-83%	-$154K	﹤0.01%	456
2025 Q2	$183K	Sell	4,822 -37,167	-89%	-$1.36M	0.02%	336
2025 Q1	$1.52M	Buy	41,989 +36,196	+625%	+$1.32M	0.2%	125
2024 Q4	$201K	Sell	5,793 -320	-5%	-$11.3K	0.03%	283
2024 Q3	$217K	Sell	6,113 -48,786	-89%	-$1.7M	0.03%	283
2024 Q2	$1.95M	Sell	54,899 -11,346	-17%	-$398K	0.3%	93
2024 Q1	$2.31M	Buy	+66,245	New	+$2.18M	0.37%	80

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

WealthShield Partners's HEFA Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 61% in Q2 2026, selling an estimated $14.1K and leaving 197 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

WealthShield Partners first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.31M in Q1 2024. 452 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

WealthShield Partners held 197 shares of iShares Currency Hedged MSCI EAFE ETF worth $9.24K as of Q2 2026.
WealthShield Partners sold 313 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $14.1K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #334 holding.
WealthShield Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
WealthShield Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.31M in Q1 2024.
452 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.