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

Bigelow Investment 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 		$5.95M Buy
140,130
+22,845
+19% +$984K 2.38% 7
2025
Q4 		$4.85M Buy
117,285
+14,834
+14% +$608K 1.89% 13
2025
Q3 		$4.06M Buy
102,451
+19,969
+24% +$770K 1.64% 14
2025
Q2 		$3.13M Buy
82,482
+14,458
+21% +$529K 1.38% 14
2025
Q1 		$2.47M Buy
68,024
+101
+0.1% +$3.68K 1.17% 19
2024
Q4 		$2.36M Buy
67,923
+12,653
+23% +$446K 1.11% 20
2024
Q3 		$1.96M Buy
55,270
+8,991
+19% +$312K 0.87% 28
2024
Q2 		$1.65M Buy
46,279
+10,210
+28% +$358K 0.79% 31
2024
Q1 		$1.26M Buy
36,069
+15,879
+79% +$523K 0.62% 47
2023
Q4 		$636K Buy
20,190
+10,274
+104% +$313K 0.34% 83
2023
Q3 		$298K Buy
9,916
+2,975
+43% +$90K 0.17% 121
2023
Q2 		$215K Buy
+6,941
New +$210K 0.12% 145
2021
Q3 		– Sell
-8,733
Closed -$303K – 143
2021
Q2 		$303K Hold
8,733
– – 0.15% 118
2021
Q1 		$288K Sell
8,733
-369
-4% -$11.8K 0.15% 121
2020
Q4 		$277K Sell
9,102
-200
-2% -$5.84K 0.15% 123
2020
Q3 		$256K Sell
9,302
-891
-9% -$24.7K 0.15% 125
2020
Q2 		$281K Sell
10,193
-1,850
-15% -$48.4K 0.18% 118
2020
Q1 		$292K Sell
12,043
-4,642
-28% -$132K 0.22% 114
2019
Q4 		$509K Buy
16,685
+347
+2% +$10.6K 0.3% 95
2019
Q3 		$489K Buy
16,338
+13
+0.1% +$380 0.31% 92
2019
Q2 		$487K Hold
16,325
– – 0.33% 88
2019
Q1 		$471K Sell
16,325
-661
-4% -$18.4K 0.33% 90
2018
Q4 		$438K Sell
16,986
-574
-3% -$16K 0.33% 89
2018
Q3 		$526K Sell
17,560
-685
-4% -$20.2K 0.35% 83
2018
Q2 		$540K Sell
18,245
-370
-2% -$11K 0.37% 79
2018
Q1 		$535K Sell
18,615
-130
-0.7% -$3.82K 0.36% 82
2017
Q4 		$556K Buy
+18,745
New +$556K 0.55% 52

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

Bigelow Investment Advisors's HEFA Position: Q1 2026 in Review

Bigelow Investment Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 19% in Q1 2026, buying an estimated $984K and bringing the position to 140,130 shares worth $5.95M. The position accounts for 2.38% of the portfolio, ranked #7.

Bigelow Investment Advisors first reported a position in HEFA in Q4 2017 and has held it in 27 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Bigelow Investment Advisors held 140,130 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.95M as of Q1 2026.
  • Bigelow Investment Advisors bought 22,845 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $984K.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.38% of Bigelow Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Bigelow Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and has held it in 27 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.