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 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 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

Yukon Wealth Management's HEFA Position: Q1 2026 in Review

Yukon Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 12% in Q1 2026, selling an estimated $33.6K and leaving 5,769 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #73.

Yukon Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $354K in Q3 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Yukon Wealth Management held 5,769 shares of iShares Currency Hedged MSCI EAFE ETF worth $245K as of Q1 2026.
Yukon Wealth Management sold 781 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $33.6K.
iShares Currency Hedged MSCI EAFE ETF made up 0.15% of Yukon Wealth Management's portfolio in Q1 2026, its #73 holding.
Yukon Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
Yukon Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $354K in Q3 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.