Brown Brothers Harriman & Co’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Brown Brothers Harriman & Co’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	$40.4K	Hold	860	–	–	﹤0.01%	1148
2026 Q1	$36.5K	Sell	860 -3,150	-79%	-$136K	﹤0.01%	1090
2025 Q4	$166K	Hold	4,010	–	–	﹤0.01%	806
2025 Q3	$159K	Hold	4,010	–	–	﹤0.01%	750
2025 Q2	$152K	Buy	4,010 +821	+26%	+$30K	﹤0.01%	695
2025 Q1	$116K	Hold	3,189	–	–	﹤0.01%	671
2024 Q4	$111K	Hold	3,189	–	–	﹤0.01%	699
2024 Q3	$113K	Buy	3,189 +39	+1%	+$1.36K	﹤0.01%	673
2024 Q2	$112K	Hold	3,150	–	–	﹤0.01%	637
2024 Q1	$110K	Hold	3,150	–	–	﹤0.01%	632
2023 Q4	$99.3K	Hold	3,150	–	–	﹤0.01%	619
2023 Q3	$94.8K	Hold	3,150	–	–	﹤0.01%	607
2023 Q2	$97.7K	Hold	3,150	–	–	﹤0.01%	600
2023 Q1	$92.8K	Hold	3,150	–	–	﹤0.01%	628
2022 Q4	$85K	Hold	3,150	–	–	﹤0.01%	623
2022 Q3	$94K	Sell	3,150 -1,387	-31%	-$44.2K	﹤0.01%	602
2022 Q2	$144K	Buy	4,537 +2,962	+188%	+$98.2K	﹤0.01%	527
2022 Q1	$53K	Hold	1,575	–	–	﹤0.01%	753
2021 Q4	$56K	Hold	1,575	–	–	﹤0.01%	691
2021 Q3	$54K	Buy	+1,575	New	+$54.7K	﹤0.01%	664
2017 Q4	–	Sell	-734	Closed	-$21K	–	1186
2017 Q3	$21K	Buy	+734	New	+$20.7K	﹤0.01%	590

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

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

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown Brothers Harriman & Co's HEFA Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 860 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Brown Brothers Harriman & Co first reported a position in HEFA in Q3 2017 and has held it in 21 quarters since. The position peaked at $166K in Q4 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Brown Brothers Harriman & Co held 860 shares of iShares Currency Hedged MSCI EAFE ETF worth $40.4K as of Q2 2026.
Brown Brothers Harriman & Co left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1148 holding.
Brown Brothers Harriman & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2017 and has held it in 21 quarters since.
Brown Brothers Harriman & Co's iShares Currency Hedged MSCI EAFE ETF position peaked at $166K in Q4 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.