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HEFA icon

Blankinship & Foster’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Blankinship & Foster’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 		$36.1M Sell
768,531
-20,573
-3% -$926K 7.28% 3
2026
Q1 		$33.5M Sell
789,104
-21,222
-3% -$914K 7.41% 3
2025
Q4 		$33.5M Sell
810,326
-14,046
-2% -$576K 7.24% 4
2025
Q3 		$32.7M Buy
824,372
+21,460
+3% +$827K 7.14% 5
2025
Q2 		$30.5M Sell
802,912
-188
-0% -$6.87K 7.14% 5
2025
Q1 		$29.1M Sell
803,100
-33,298
-4% -$1.21M 7.36% 4
2024
Q4 		$29.1M Buy
836,398
+16,538
+2% +$583K 7.15% 5
2024
Q3 		$29M Buy
819,860
+18,898
+2% +$657K 7.1% 4
2024
Q2 		$28.5M Buy
800,962
+8,827
+1% +$310K 7.34% 3
2024
Q1 		$27.6M Buy
792,135
+57,810
+8% +$1.9M 7.24% 4
2023
Q4 		$23.1M Sell
734,325
-5,470
-0.7% -$167K 6.59% 7
2023
Q3 		$22.3M Buy
739,795
+34,259
+5% +$1.04M 7.36% 5
2023
Q2 		$21.9M Buy
705,536
+1,625
+0.2% +$49.2K 7.07% 7
2023
Q1 		$20.7M Buy
703,911
+18,879
+3% +$545K 9.04% 5
2022
Q4 		$18.5M Buy
685,032
+95,289
+16% +$2.92M 8.04% 5
2022
Q3 		$17.6M Buy
589,743
+25,764
+5% +$821K 8.56% 5
2022
Q2 		$17.9M Buy
563,979
+13,063
+2% +$433K 8.28% 6
2022
Q1 		$18.7M Buy
550,916
+4,136
+0.8% +$141K 7.57% 6
2021
Q4 		$19.3M Buy
546,780
+15,152
+3% +$535K 7.32% 6
2021
Q3 		$18.3M Buy
531,628
+3,275
+0.6% +$114K 7.43% 6
2021
Q2 		$18.3M Buy
528,353
+4,563
+0.9% +$155K 7.28% 6
2021
Q1 		$17.3M Buy
523,790
+69,882
+15% +$2.23M 7.18% 6
2020
Q4 		$13.8M Buy
453,908
+33,560
+8% +$979K 5.77% 8
2020
Q3 		$11.6M Buy
420,348
+78,080
+23% +$2.17M 5.5% 8
2020
Q2 		$9.45M Buy
342,268
+42,729
+14% +$1.12M 4.95% 8
2020
Q1 		$7.25M Buy
299,539
+253,860
+556% +$7.22M 4.82% 8
2019
Q4 		$1.39M Buy
45,679
+154
+0.3% +$4.7K 0.77% 15
2019
Q3 		$1.36M Buy
45,525
+669
+1% +$19.5K 0.81% 17
2019
Q2 		$1.34M Buy
44,856
+671
+2% +$19.7K 0.81% 15
2019
Q1 		$1.28M Sell
44,185
-1,917
-4% -$53.3K 0.78% 15
2018
Q4 		$1.19M Buy
+46,102
New +$1.28M 0.8% 18

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

Blankinship & Foster's HEFA Position: Q2 2026 in Review

Blankinship & Foster reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.6% in Q2 2026, selling an estimated $926K and leaving 768,531 shares worth $36.1M. The position accounts for 7.28% of the portfolio, ranked #3.

Blankinship & Foster first reported a position in HEFA in Q4 2018 and has held it in 31 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Blankinship & Foster held 768,531 shares of iShares Currency Hedged MSCI EAFE ETF worth $36.1M as of Q2 2026.
  • Blankinship & Foster sold 20,573 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $926K.
  • iShares Currency Hedged MSCI EAFE ETF made up 7.28% of Blankinship & Foster's portfolio in Q2 2026, its #3 holding.
  • Blankinship & Foster first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Blankinship & Foster's 13F filing for Q2 2026, filed 31 Jul 2026.