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Wellington-Altus USA’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wellington-Altus USA’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 		$6.93M Sell
163,164
-11,975
-7% -$539K 4.94% 2
2026
Q1 		$8.22M Buy
175,139
+7,037
+4% +$303K 4.84% 2
2025
Q4 		$6.95M Buy
+168,102
New +$6.89M 5.15% 2

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington-Altus USA's HEFA Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.8% in Q2 2026, selling an estimated $539K and leaving 163,164 shares worth $6.93M. The position accounts for 4.94% of the portfolio, ranked #2.

Wellington-Altus USA first reported a position in HEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.22M in Q1 2026. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Wellington-Altus USA held 163,164 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.93M as of Q2 2026.
  • Wellington-Altus USA sold 11,975 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $539K.
  • iShares Currency Hedged MSCI EAFE ETF made up 4.94% of Wellington-Altus USA's portfolio in Q2 2026, its #2 holding.
  • Wellington-Altus USA first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Currency Hedged MSCI EAFE ETF position peaked at $8.22M in Q1 2026.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.