Zions Bancorporation, National Association’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Zions Bancorporation, National Association’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	$87.3K	Hold	1,860	–	–	0.01%	447
2026 Q1	$79K	Hold	1,860	–	–	0.01%	451
2025 Q4	$76.9K	Hold	1,860	–	–	﹤0.01%	551
2025 Q3	$73.7K	Hold	1,860	–	–	﹤0.01%	503
2025 Q2	$70.6K	Hold	1,860	–	–	﹤0.01%	461
2025 Q1	$67.5K	Buy	+1,860	New	+$67.8K	﹤0.01%	449

Other funds holding HEFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Zions Bancorporation, National Association's HEFA Position: Q2 2026 in Review

Zions Bancorporation, National Association held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 1,860 shares worth $87.3K. The position accounts for 0.01% of the portfolio, ranked #447.

Zions Bancorporation, National Association first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Zions Bancorporation, National Association held 1,860 shares of iShares Currency Hedged MSCI EAFE ETF worth $87.3K as of Q2 2026.
Zions Bancorporation, National Association left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #447 holding.
Zions Bancorporation, National Association first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.