Wedmont Private Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wedmont Private Capital’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	$673K	Buy	+14,519	New	+$653K	0.02%	463

Other funds holding HEFA

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Wedmont Private Capital's HEFA Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 14,519 shares worth $673K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings.

111 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Wedmont Private Capital held 14,519 shares of iShares Currency Hedged MSCI EAFE ETF worth $673K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Wedmont Private Capital position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #463 holding.
111 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.