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

Brooklyn Investment 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 Q1	$234K	Buy	+5,507	New	+$237K	0.01%	1602
2025 Q3	–	Sell	-3,227	Closed	-$122K	–	1536
2025 Q2	$122K	Sell	3,227 -2,125	-40%	-$77.7K	0.02%	839
2025 Q1	$194K	Buy	5,352 +1,493	+39%	+$54.4K	0.04%	351
2024 Q4	$134K	Buy	+3,859	New	+$136K	0.04%	315

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Brooklyn Investment Group's HEFA Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026: 5,507 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in HEFA as recently as Q2 2025.

Brooklyn Investment Group first reported a position in HEFA in Q4 2024 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Brooklyn Investment Group held 5,507 shares of iShares Currency Hedged MSCI EAFE ETF worth $234K as of Q1 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Brooklyn Investment Group position in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1602 holding.
Brooklyn Investment Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 4 quarters since.
434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.