White Pine Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

White Pine 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	$209K	Buy	+4,448	New	+$200K	0.05%	233
2025 Q1	–	Sell	-5,848	Closed	-$203K	–	228
2024 Q4	$203K	Hold	5,848	–	–	0.07%	215
2024 Q3	$207K	Sell	5,848 -56	-0.9%	-$1.95K	0.07%	210
2024 Q2	$210K	Sell	5,904 -60	-1%	-$2.11K	0.08%	202
2024 Q1	$205K	Buy	+5,964	New	+$196K	0.08%	203
2023 Q2	–	Sell	-9,001	Closed	-$265K	–	205
2023 Q1	$265K	Sell	9,001 -789	-8%	-$22.8K	0.1%	176
2022 Q4	$264K	Sell	9,790 -360	-4%	-$11K	0.1%	172
2022 Q3	$303K	Buy	10,150 +1,005	+11%	+$32K	0.13%	163
2022 Q2	$291K	Buy	9,145 +149	+2%	+$4.94K	0.11%	167
2022 Q1	$305K	Sell	8,996 -2,807	-24%	-$95.4K	0.09%	188
2021 Q4	$417K	Buy	+11,803	New	+$417K	0.12%	167
2019 Q3	–	Sell	-7,305	Closed	-$218K	–	233
2019 Q2	$218K	Sell	7,305 -150	-2%	-$4.41K	0.08%	208
2019 Q1	$215K	Buy	+7,455	New	+$207K	0.08%	209

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

White Pine Capital's HEFA Position: Q2 2026 in Review

White Pine Capital opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,448 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings. This is a return to the name: White Pine Capital previously reported a position in HEFA as recently as Q4 2024.

White Pine Capital first reported a position in HEFA in Q1 2019 and has held it in 13 quarters since. The position peaked at $417K in Q4 2021. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

White Pine Capital held 4,448 shares of iShares Currency Hedged MSCI EAFE ETF worth $209K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new White Pine Capital position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of White Pine Capital's portfolio in Q2 2026, its #233 holding.
White Pine Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and has held it in 13 quarters since.
White Pine Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $417K in Q4 2021.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.