Burke & Herbert Bank & Trust’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Burke & Herbert Bank & Trust’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	$335K	Buy	+7,143	New	+$321K	0.08%	188

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

Burke & Herbert Bank & Trust's HEFA Position: Q2 2026 in Review

Burke & Herbert Bank & Trust opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 7,143 shares worth $335K. The stake represents 0.08% of the portfolio and ranks #188 among its holdings.

450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Burke & Herbert Bank & Trust held 7,143 shares of iShares Currency Hedged MSCI EAFE ETF worth $335K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Burke & Herbert Bank & Trust position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.08% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #188 holding.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.