Bessemer Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bessemer Group’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	$40K	Sell	848 -338	-28%	-$15.2K	﹤0.01%	1766
2026 Q1	$50K	Buy	1,186 +338	+40%	+$14.6K	﹤0.01%	1674
2025 Q4	$35K	Hold	848	–	–	﹤0.01%	1729
2025 Q3	$34K	Hold	848	–	–	﹤0.01%	1530
2025 Q2	$32K	Hold	848	–	–	﹤0.01%	1430
2025 Q1	$31K	Hold	848	–	–	﹤0.01%	1404
2024 Q4	$29K	Hold	848	–	–	﹤0.01%	1394
2024 Q3	$30K	Hold	848	–	–	﹤0.01%	1443
2024 Q2	$30K	Hold	848	–	–	﹤0.01%	1337
2024 Q1	$30K	Hold	848	–	–	﹤0.01%	1379
2023 Q4	$27K	Hold	848	–	–	﹤0.01%	1425
2023 Q3	$26K	Hold	848	–	–	﹤0.01%	1433
2023 Q2	$26K	Hold	848	–	–	﹤0.01%	1484
2023 Q1	$25K	Hold	848	–	–	﹤0.01%	1347
2022 Q4	$23K	Hold	848	–	–	﹤0.01%	1289
2022 Q3	$25K	Hold	848	–	–	﹤0.01%	1316
2022 Q2	$27K	Sell	848 -730	-46%	-$24.2K	﹤0.01%	1207
2022 Q1	$54K	Hold	1,578	–	–	﹤0.01%	1063
2021 Q4	$56K	Hold	1,578	–	–	﹤0.01%	1096
2021 Q3	$54K	Buy	1,578 +730	+86%	+$25.3K	﹤0.01%	1041
2021 Q2	$29K	Hold	848	–	–	﹤0.01%	1163
2021 Q1	$28K	Hold	848	–	–	﹤0.01%	1127
2020 Q4	$26K	Hold	848	–	–	﹤0.01%	1127
2020 Q3	$23K	Hold	848	–	–	﹤0.01%	1035
2020 Q2	$23K	Hold	848	–	–	﹤0.01%	1438
2020 Q1	$21K	Hold	848	–	–	﹤0.01%	1354
2019 Q4	$26K	Buy	+848	New	+$25.9K	﹤0.01%	1343
2017 Q1	–	Sell	-918	Closed	-$24K	–	1814
2016 Q4	$24K	Buy	+918	New	+$23.3K	﹤0.01%	1499
2016 Q3	–	Sell	-11,250	Closed	-$270K	–	1832
2016 Q2	$270K	Buy	11,250 +8,130	+261%	+$195K	﹤0.01%	626
2016 Q1	$74K	Hold	3,120	–	–	﹤0.01%	833
2015 Q4	$79K	Buy	+3,120	New	+$81.1K	﹤0.01%	881

Other funds holding HEFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bessemer Group's HEFA Position: Q2 2026 in Review

Bessemer Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 28% in Q2 2026, selling an estimated $15.2K and leaving 848 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Bessemer Group first reported a position in HEFA in Q4 2015 and has held it in 31 quarters since. The position peaked at $270K in Q2 2016. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Bessemer Group held 848 shares of iShares Currency Hedged MSCI EAFE ETF worth $40K as of Q2 2026.
Bessemer Group sold 338 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $15.2K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1766 holding.
Bessemer Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and has held it in 31 quarters since.
Bessemer Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $270K in Q2 2016.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.