Bank of America
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Bank of America’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bank of America’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 		$71.8M Sell
1,689,813
-132,373
-7% -$5.7M 0.01% 1356
2025
Q4 		$75.4M Buy
1,822,186
+49,735
+3% +$2.04M 0.01% 1283
2025
Q3 		$70.2M Sell
1,772,451
-34,102
-2% -$1.31M ﹤0.01% 1458
2025
Q2 		$68.6M Sell
1,806,553
-791,226
-30% -$28.9M 0.01% 1448
2025
Q1 		$94.3M Sell
2,597,779
-327,848
-11% -$12M 0.01% 1118
2024
Q4 		$102M Buy
2,925,627
+14,455
+0.5% +$509K 0.01% 1010
2024
Q3 		$103M Sell
2,911,172
-919,580
-24% -$32M 0.01% 1047
2024
Q2 		$136M Buy
3,830,752
+1,065,190
+39% +$37.4M 0.01% 859
2024
Q1 		$96.5M Buy
2,765,562
+1,667,856
+152% +$54.9M 0.01% 1042
2023
Q4 		$34.6M Buy
1,097,706
+153,533
+16% +$4.68M ﹤0.01% 1641
2023
Q3 		$28.4M Buy
944,173
+102,516
+12% +$3.1M ﹤0.01% 1711
2023
Q2 		$26.1M Buy
841,657
+30,481
+4% +$923K ﹤0.01% 1791
2023
Q1 		$23.9M Sell
811,176
-282,249
-26% -$8.15M ﹤0.01% 1967
2022
Q4 		$29.5M Sell
1,093,425
-11,930
-1% -$365K ﹤0.01% 1697
2022
Q3 		$33M Buy
1,105,355
+3,605
+0.3% +$115K ﹤0.01% 1581
2022
Q2 		$35.1M Sell
1,101,750
-306,946
-22% -$10.2M ﹤0.01% 1514
2022
Q1 		$47.8M Buy
1,408,696
+314,417
+29% +$10.7M ﹤0.01% 1400
2021
Q4 		$38.7M Sell
1,094,279
-3,802
-0.3% -$134K ﹤0.01% 1614
2021
Q3 		$37.8M Buy
1,098,081
+19,133
+2% +$664K ﹤0.01% 1564
2021
Q2 		$37.4M Sell
1,078,948
-19,590
-2% -$665K ﹤0.01% 1575
2021
Q1 		$36.2M Buy
1,098,538
+66,712
+6% +$2.13M ﹤0.01% 1545
2020
Q4 		$31.4M Sell
1,031,826
-116,774
-10% -$3.41M ﹤0.01% 1515
2020
Q3 		$31.6M Sell
1,148,600
-263,971
-19% -$7.32M ﹤0.01% 1355
2020
Q2 		$39M Sell
1,412,571
-390,847
-22% -$10.2M 0.01% 1158
2020
Q1 		$43.7M Sell
1,803,418
-391,014
-18% -$11.1M 0.01% 1025
2019
Q4 		$67M Sell
2,194,432
-65,196
-3% -$1.99M 0.01% 997
2019
Q3 		$67.7M Sell
2,259,628
-384,260
-15% -$11.2M 0.01% 955
2019
Q2 		$78.8M Sell
2,643,888
-56,072
-2% -$1.65M 0.01% 856
2019
Q1 		$77.9M Sell
2,699,960
-957,868
-26% -$26.6M 0.01% 849
2018
Q4 		$94.4M Sell
3,657,828
-350,760
-9% -$9.75M 0.02% 700
2018
Q3 		$120M Sell
4,008,588
-95,739
-2% -$2.83M 0.02% 649
2018
Q2 		$122M Sell
4,104,327
-811,099
-17% -$24.2M 0.02% 624
2018
Q1 		$141M Sell
4,915,426
-639,840
-12% -$18.8M 0.02% 584
2017
Q4 		$165M Sell
5,555,266
-29,978
-0.5% -$889K 0.03% 516
2017
Q3 		$162M Buy
5,585,244
+991,755
+22% +$28M 0.03% 549
2017
Q2 		$131M Buy
4,593,489
+847,024
+23% +$23.9M 0.03% 584
2017
Q1 		$103M Sell
3,746,465
-981,147
-21% -$26.4M 0.02% 678
2016
Q4 		$123M Buy
4,727,612
+46,332
+1% +$1.17M 0.03% 586
2016
Q3 		$116M Buy
4,681,280
+445,974
+11% +$10.9M 0.03% 573
2016
Q2 		$102M Sell
4,235,306
-1,223,383
-22% -$29.4M 0.02% 617
2016
Q1 		$130M Sell
5,458,689
-148,519
-3% -$3.5M 0.03% 509
2015
Q4 		$142M Buy
5,607,208
+1,921,282
+52% +$49.9M 0.03% 513
2015
Q3 		$90.6M Buy
3,685,926
+862,620
+31% +$22.8M 0.02% 679
2015
Q2 		$77.1M Buy
2,823,306
+1,420,131
+101% +$40.3M 0.03% 668
2015
Q1 		$39.1M Buy
1,403,175
+1,104,789
+370% +$29.5M 0.01% 948
2014
Q4 		$7.51M Buy
298,386
+297,286
+27,026% +$7.45M ﹤0.01% 2174
2014
Q3 		$28K Buy
+1,100
New +$27.5K ﹤0.01% 6861

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America's HEFA Position: Q1 2026 in Review

Bank of America reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7.3% in Q1 2026, selling an estimated $5.7M and leaving 1,689,813 shares worth $71.8M. The position accounts for 0.01% of the portfolio, ranked #1356.

Bank of America first reported a position in HEFA in Q3 2014 and has held it in 47 quarters since. The position peaked at $165M in Q4 2017. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Bank of America held 1,689,813 shares of iShares Currency Hedged MSCI EAFE ETF worth $71.8M as of Q1 2026.
  • Bank of America sold 132,373 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $5.7M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Bank of America's portfolio in Q1 2026, its #1356 holding.
  • Bank of America first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2014 and has held it in 47 quarters since.
  • Bank of America's iShares Currency Hedged MSCI EAFE ETF position peaked at $165M in Q4 2017.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.