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Canopy Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Canopy Partners’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 		$509K Hold
11,970
– – 0.17% 109
2025
Q4 		$495K Hold
11,970
– – 0.16% 115
2025
Q3 		$474K Hold
11,970
– – 0.16% 111
2025
Q2 		$454K Hold
11,970
– – 0.17% 113
2025
Q1 		$434K Hold
11,970
– – 0.17% 111
2024
Q4 		$416K Sell
11,970
-310
-3% -$10.9K 0.16% 110
2024
Q3 		$435K Buy
+12,280
New +$427K 0.19% 105

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Canopy Partners's HEFA Position: Q1 2026 in Review

Canopy Partners held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 11,970 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #109.

Canopy Partners first reported a position in HEFA in Q3 2024 and has held it in 7 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Canopy Partners held 11,970 shares of iShares Currency Hedged MSCI EAFE ETF worth $509K as of Q1 2026.
  • Canopy Partners left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.17% of Canopy Partners's portfolio in Q1 2026, its #109 holding.
  • Canopy Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Canopy Partners's 13F filing for Q1 2026, filed 11 May 2026.