West Wealth Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

West Wealth Group’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	$215K	Buy	+4,576	New	+$206K	0.04%	133
2026 Q1	–	Sell	-6,133	Closed	-$254K	–	134
2025 Q4	$254K	Sell	6,133 -446	-7%	-$18.3K	0.05%	108
2025 Q3	$265K	Sell	6,579 -35,945	-85%	-$1.39M	0.06%	102
2025 Q2	$1.61M	Sell	42,524 -91,975	-68%	-$3.36M	0.4%	31
2025 Q1	$4.89M	Buy	134,499 +101,052	+302%	+$3.68M	1.45%	16
2024 Q4	$1.16M	Buy	33,447 +6,142	+22%	+$216K	0.35%	31
2024 Q3	$967K	Buy	27,305 +3,013	+12%	+$105K	0.31%	30
2024 Q2	$864K	Buy	+24,292	New	+$852K	0.31%	32

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

West Wealth Group's HEFA Position: Q2 2026 in Review

West Wealth Group opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,576 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: West Wealth Group previously reported a position in HEFA as recently as Q4 2025.

West Wealth Group first reported a position in HEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.89M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

West Wealth Group held 4,576 shares of iShares Currency Hedged MSCI EAFE ETF worth $215K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new West Wealth Group position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of West Wealth Group's portfolio in Q2 2026, its #133 holding.
West Wealth Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
West Wealth Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.89M in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.