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 Q2	–	Sell	-40,237	Closed	-$1.71M	–	92
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 $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

Win Advisors's HEFA Position: Q2 2026 in Review

Win Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 40,237 shares — an estimated $1.71M sold.

Win Advisors first reported a position in HEFA in Q3 2023 and held it in 4 quarters. The position peaked at $15M in Q3 2023. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Win Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 40,237 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.71M.
Win Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and held it in 4 quarters.
Win Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $15M in Q3 2023.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.