Win Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Win Advisors’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 Q1	$1.71M	Buy	+40,237	New	+$1.73M	0.78%	28
2025 Q2	–	Sell	-334,071	Closed	-$12.1M	–	61
2025 Q1	$12.1M	Buy	+334,071	New	+$12.2M	6.23%	2
2024 Q1	–	Sell	-51,302	Closed	-$1.62M	–	69
2023 Q4	$1.62M	Sell	51,302 -445,700	-90%	-$13.6M	0.73%	27
2023 Q3	$15M	Buy	+497,002	New	+$15M	7.33%	2

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Win Advisors's HEFA Position: Q1 2026 in Review

Win Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026: 40,237 shares worth $1.71M. The stake represents 0.78% of the portfolio and ranks #28 among its holdings. This is a return to the name: Win Advisors previously reported a position in HEFA as recently as Q1 2025.

Win Advisors first reported a position in HEFA in Q3 2023 and has held it in 4 quarters since. The position peaked at $15M in Q3 2023. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Win Advisors held 40,237 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.71M as of Q1 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Win Advisors position in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.78% of Win Advisors's portfolio in Q1 2026, its #28 holding.
Win Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 4 quarters since.
Win Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $15M in Q3 2023.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.