Wedbush Securities’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wedbush Securities’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	$1.79M	Buy	38,094 +9,750	+34%	+$439K	0.05%	316
2026 Q1	$1.2M	Buy	28,344 +6,958	+33%	+$300K	0.04%	391
2025 Q4	$885K	Buy	21,386 +1,591	+8%	+$65.2K	0.03%	483
2025 Q3	$784K	Buy	19,795 +11,181	+130%	+$431K	0.03%	505
2025 Q2	$327K	Buy	+8,614	New	+$315K	0.01%	798
2022 Q4	–	Sell	-10,382	Closed	-$310K	–	1078
2022 Q3	$310K	Buy	10,382 +1,508	+17%	+$48.1K	0.02%	711
2022 Q2	$282K	Buy	+8,874	New	+$294K	0.02%	771
2017 Q2	–	Sell	-7,272	Closed	-$200K	–	852
2017 Q1	$200K	Sell	7,272 -1,103	-13%	-$29.7K	0.03%	693
2016 Q4	$219K	Sell	8,375 -2,195	-21%	-$55.6K	0.03%	629
2016 Q3	$262K	Sell	10,570 -4,340	-29%	-$106K	0.04%	564
2016 Q2	$358K	Sell	14,910 -3,519	-19%	-$84.5K	0.06%	385
2016 Q1	$440K	Sell	18,429 -2,280	-11%	-$53.8K	0.08%	299
2015 Q4	$526K	Buy	20,709 +2,112	+11%	+$54.9K	0.1%	233
2015 Q3	$457K	Buy	18,597 +2,847	+18%	+$75.2K	0.09%	252
2015 Q2	$430K	Buy	+15,750	New	+$447K	0.08%	300

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

Wedbush Securities's HEFA Position: Q2 2026 in Review

Wedbush Securities increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 34% in Q2 2026, buying an estimated $439K and bringing the position to 38,094 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #316.

Wedbush Securities first reported a position in HEFA in Q2 2015 and has held it in 15 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Wedbush Securities held 38,094 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.79M as of Q2 2026.
Wedbush Securities bought 9,750 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $439K.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Wedbush Securities's portfolio in Q2 2026, its #316 holding.
Wedbush Securities first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and has held it in 15 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.