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Chesley Taft & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Chesley Taft & Associates’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 		$385K Hold
8,214
– – 0.02% 305
2026
Q1 		$349K Hold
8,214
– – 0.01% 306
2025
Q4 		$340K Hold
8,214
– – 0.01% 313
2025
Q3 		$325K Hold
8,214
– – 0.01% 300
2025
Q2 		$312K Hold
8,214
– – 0.01% 294
2025
Q1 		$298K Buy
+8,214
New +$299K 0.01% 292

Other funds holding HEFA

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Chesley Taft & Associates's HEFA Position: Q2 2026 in Review

Chesley Taft & Associates held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 8,214 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #305.

Chesley Taft & Associates first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Chesley Taft & Associates held 8,214 shares of iShares Currency Hedged MSCI EAFE ETF worth $385K as of Q2 2026.
  • Chesley Taft & Associates left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #305 holding.
  • Chesley Taft & Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.