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

Ancora 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	$188K	Sell	4,419 -62	-1%	-$2.67K	﹤0.01%	731
2025 Q4	$185K	Sell	4,481 -67,659	-94%	-$2.77M	﹤0.01%	757
2025 Q3	$2.86M	Sell	72,140 -26,343	-27%	-$1.02M	0.06%	241
2025 Q2	$3.74M	Buy	98,483 +9,441	+11%	+$345K	0.08%	208
2025 Q1	$3.23M	Buy	89,042 +6,334	+8%	+$231K	0.07%	218
2024 Q4	$2.87M	Buy	82,708 +12,986	+19%	+$457K	0.06%	228
2024 Q3	$2.47M	Buy	69,722 +13,556	+24%	+$471K	0.06%	246
2024 Q2	$2M	Buy	+56,166	New	+$1.97M	0.05%	270
2017 Q1	–	Sell	-219	Closed	-$6K	–	805
2016 Q4	$6K	Buy	+219	New	+$5.55K	﹤0.01%	1102

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

Ancora Advisors's HEFA Position: Q1 2026 in Review

Ancora Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.4% in Q1 2026, selling an estimated $2.67K and leaving 4,419 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Ancora Advisors first reported a position in HEFA in Q4 2016 and has held it in 9 quarters since. The position peaked at $3.74M in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Ancora Advisors held 4,419 shares of iShares Currency Hedged MSCI EAFE ETF worth $188K as of Q1 2026.
Ancora Advisors sold 62 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $2.67K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #731 holding.
Ancora Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 9 quarters since.
Ancora Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.74M in Q2 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.