BI
HEFA icon

Berkeley Inc’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Berkeley Inc’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 		$836K Hold
17,823
– – 0.26% 49
2026
Q1 		$757K Sell
17,823
-550
-3% -$23.7K 0.25% 51
2025
Q4 		$760K Buy
18,373
+98
+0.5% +$4.02K 0.24% 50
2025
Q3 		$724K Buy
18,275
+117
+0.6% +$4.51K 0.23% 49
2025
Q2 		$689K Hold
18,158
– – 0.25% 51
2025
Q1 		$659K Sell
18,158
-1,000
-5% -$36.5K 0.31% 42
2024
Q4 		$666K Sell
19,158
-18,950
-50% -$667K 0.34% 41
2024
Q3 		$1.35M Buy
38,108
+19,108
+101% +$664K 0.39% 42
2024
Q2 		$676K Sell
19,000
-8,388
-31% -$294K 0.42% 37
2024
Q1 		$955K Sell
27,388
-695
-2% -$22.9K 0.58% 35
2023
Q4 		$885K Sell
28,083
-613
-2% -$18.7K 0.56% 38
2023
Q3 		$864K Sell
28,696
-1,059
-4% -$32K 0.59% 38
2023
Q2 		$922K Hold
29,755
– – 0.62% 36
2023
Q1 		$877K Buy
29,755
+25
+0.1% +$722 0.64% 38
2022
Q4 		$803K Buy
29,730
+2,692
+10% +$82.5K 0.61% 39
2022
Q3 		$808K Sell
27,038
-1,782
-6% -$56.8K 0.68% 37
2022
Q2 		$917K Hold
28,820
– – 0.73% 35
2022
Q1 		$978K Sell
28,820
-682
-2% -$23.2K 0.68% 42
2021
Q4 		$1.04M Buy
29,502
+109
+0.4% +$3.85K 0.69% 42
2021
Q3 		$1.01M Buy
29,393
+22
+0.1% +$764 0.74% 38
2021
Q2 		$1.02M Hold
29,371
– – 0.73% 40
2021
Q1 		$968K Sell
29,371
-1,051
-3% -$33.5K 0.72% 41
2020
Q4 		$927K Buy
+30,422
New +$888K 0.75% 43

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 22.96% 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

Berkeley Inc's HEFA Position: Q2 2026 in Review

Berkeley Inc held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 17,823 shares worth $836K. The position accounts for 0.26% of the portfolio, ranked #49.

Berkeley Inc first reported a position in HEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q3 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Berkeley Inc held 17,823 shares of iShares Currency Hedged MSCI EAFE ETF worth $836K as of Q2 2026.
  • Berkeley Inc left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.26% of Berkeley Inc's portfolio in Q2 2026, its #49 holding.
  • Berkeley Inc first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Berkeley Inc's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.35M in Q3 2024.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.