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Western Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Western Wealth Management’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 		$501K Buy
10,670
+642
+6% +$28.9K 0.02% 669
2026
Q1 		$426K Sell
10,028
-640
-6% -$27.6K 0.02% 685
2025
Q4 		$441K Buy
10,668
+856
+9% +$35.1K 0.02% 550
2025
Q3 		$389K Buy
9,812
+138
+1% +$5.32K 0.02% 513
2025
Q2 		$367K Sell
9,674
-2,033
-17% -$74.3K 0.02% 503
2025
Q1 		$425K Buy
11,707
+1,791
+18% +$65.3K 0.03% 436
2024
Q4 		$345K Buy
9,916
+2,414
+32% +$85K 0.02% 564
2024
Q3 		$266K Sell
7,502
-1,299
-15% -$45.1K 0.02% 637
2024
Q2 		$313K Buy
8,801
+481
+6% +$16.9K 0.02% 484
2024
Q1 		$290K Buy
8,320
+874
+12% +$28.8K 0.02% 519
2023
Q4 		$235K Buy
7,446
+201
+3% +$6.13K 0.02% 615
2023
Q3 		$218K Sell
7,245
-641
-8% -$19.4K 0.02% 590
2023
Q2 		$244K Buy
7,886
+538
+7% +$16.3K 0.02% 557
2023
Q1 		$217K Buy
+7,348
New +$212K 0.02% 591
2022
Q4 		– Sell
-12,535
Closed -$375K – 684
2022
Q3 		$375K Sell
12,535
-232
-2% -$7.39K 0.02% 578
2022
Q2 		$407K Sell
12,767
-3,904
-23% -$129K 0.02% 532
2022
Q1 		$566K Buy
16,671
+7,352
+79% +$250K 0.03% 495
2021
Q4 		$330K Buy
+9,319
New +$329K 0.03% 443
2021
Q2 		$409K Sell
11,847
-1
-0% -$34 0.04% 406
2021
Q1 		$391K Hold
11,848
– – 0.05% 337
2020
Q4 		$361K Buy
11,848
+176
+2% +$5.13K 0.05% 314
2020
Q3 		$322K Buy
11,672
+2,683
+30% +$74.4K 0.05% 323
2020
Q2 		$248K Sell
8,989
-413
-4% -$10.8K 0.05% 348
2020
Q1 		$226K Sell
9,402
-1
-0% -$28 0.05% 321
2019
Q4 		$287K Buy
9,403
+533
+6% +$16.3K 0.04% 322
2019
Q3 		$265K Buy
8,870
+123
+1% +$3.59K 0.06% 316
2019
Q2 		$261K Hold
8,747
– – 0.03% 336
2019
Q1 		$252K Buy
+8,747
New +$243K 0.06% 317

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

Western Wealth Management's HEFA Position: Q2 2026 in Review

Western Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.4% in Q2 2026, buying an estimated $28.9K and bringing the position to 10,670 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #669.

Western Wealth Management first reported a position in HEFA in Q1 2019 and has held it in 28 quarters since. The position peaked at $566K in Q1 2022. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Western Wealth Management held 10,670 shares of iShares Currency Hedged MSCI EAFE ETF worth $501K as of Q2 2026.
  • Western Wealth Management bought 642 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $28.9K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #669 holding.
  • Western Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and has held it in 28 quarters since.
  • Western Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $566K in Q1 2022.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.