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

Yukon 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 		$214K Sell
4,551
-1,218
-21% -$54.8K 0.06% 124
2026
Q1 		$245K Sell
5,769
-781
-12% -$33.6K 0.15% 73
2025
Q4 		$285K Sell
6,550
-2,396
-27% -$98.2K 0.16% 68
2025
Q3 		$354K Sell
8,946
-138
-2% -$5.32K 0.12% 96
2025
Q2 		$345K Buy
9,084
+1,674
+23% +$61.2K 0.12% 95
2025
Q1 		$269K Buy
+7,410
New +$270K 0.11% 94

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 22.9% 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

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

Yukon Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 21% in Q2 2026, selling an estimated $54.8K and leaving 4,551 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #124.

Yukon Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $354K in Q3 2025. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Yukon Wealth Management held 4,551 shares of iShares Currency Hedged MSCI EAFE ETF worth $214K as of Q2 2026.
  • Yukon Wealth Management sold 1,218 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $54.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Yukon Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Yukon Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • Yukon Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $354K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.