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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
Q2 		$8.02M Buy
170,956
+30,826
+22% +$1.39M 2.9% 5
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 $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

Bigelow Investment Advisors's HEFA Position: Q2 2026 in Review

Bigelow Investment Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 22% in Q2 2026, buying an estimated $1.39M and bringing the position to 170,956 shares worth $8.02M. The position accounts for 2.9% of the portfolio, ranked #5.

Bigelow Investment Advisors first reported a position in HEFA in Q4 2017 and has held it in 28 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Bigelow Investment Advisors held 170,956 shares of iShares Currency Hedged MSCI EAFE ETF worth $8.02M as of Q2 2026.
  • Bigelow Investment Advisors bought 30,826 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.39M.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.9% of Bigelow Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Bigelow Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and has held it in 28 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.