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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
Q3 		$670K Hold
14,519
– – 0.02% 505
2026
Q2 		$673K Buy
+14,519
New +$653K 0.02% 463

Other funds holding HEFA

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Wedmont Private Capital's HEFA Position: Q3 2026 in Review

Wedmont Private Capital held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 14,519 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #505.

Wedmont Private Capital first reported a position in HEFA in Q2 2026 and has held it in 2 quarters since. The position peaked at $673K in Q2 2026. 37 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Wedmont Private Capital held 14,519 shares of iShares Currency Hedged MSCI EAFE ETF worth $670K as of Q3 2026.
  • Wedmont Private Capital left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #505 holding.
  • Wedmont Private Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • Wedmont Private Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $673K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.