Betterment LLC
HEFA icon

Betterment LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Betterment LLC’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 		$215K Sell
5,069
-950
-16% -$40.9K ﹤0.01% 600
2025
Q4 		$249K Sell
6,019
-1,278
-18% -$52.4K ﹤0.01% 516
2025
Q3 		$289K Sell
7,297
-136
-2% -$5.24K ﹤0.01% 462
2025
Q2 		$282K Buy
+7,433
New +$272K ﹤0.01% 441

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

Betterment LLC's HEFA Position: Q1 2026 in Review

Betterment LLC reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 16% in Q1 2026, selling an estimated $40.9K and leaving 5,069 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Betterment LLC first reported a position in HEFA in Q2 2025 and has held it in 4 quarters since. The position peaked at $289K in Q3 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Betterment LLC held 5,069 shares of iShares Currency Hedged MSCI EAFE ETF worth $215K as of Q1 2026.
  • Betterment LLC sold 950 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $40.9K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #600 holding.
  • Betterment LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • Betterment LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $289K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.