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

Chicago Partners 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 Q2	$447K	Buy	9,714 +2,368	+32%	+$107K	0.01%	1053
2026 Q1	$325K	Buy	7,346 +68	+0.9%	+$2.93K	0.01%	1100
2025 Q4	$311K	Hold	7,278	–	–	0.01%	1013
2025 Q3	$299K	Hold	7,278	–	–	0.01%	952
2025 Q2	$280K	Hold	7,278	–	–	0.01%	875
2025 Q1	$267K	Hold	7,278	–	–	0.01%	740
2024 Q4	$257K	Hold	7,278	–	–	0.01%	721
2024 Q3	$255K	Hold	7,278	–	–	0.01%	674
2024 Q2	$254K	Hold	7,278	–	–	0.01%	643
2024 Q1	$251K	Hold	7,278	–	–	0.01%	618
2023 Q4	$232K	Buy	7,278 +90	+1%	+$2.74K	0.01%	607
2023 Q3	$208K	Hold	7,188	–	–	0.01%	600
2023 Q2	$218K	Buy	7,188 +132	+2%	+$4K	0.01%	612
2023 Q1	$213K	Hold	7,056	–	–	0.01%	597
2022 Q4	$207K	Buy	+7,056	New	+$216K	0.01%	585
2021 Q4	–	Sell	-5,567	Closed	-$201K	–	586
2021 Q3	$201K	Buy	+5,567	New	+$193K	0.01%	550
2018 Q4	–	Sell	-5,490	Closed	-$150K	–	577
2018 Q3	$150K	Hold	5,490	–	–	0.02%	342
2018 Q2	$163K	Hold	5,490	–	–	0.03%	312
2018 Q1	$158K	Hold	5,490	–	–	0.03%	287
2017 Q4	$163K	Hold	5,490	–	–	0.03%	286
2017 Q3	$159K	Buy	+5,490	New	+$155K	0.03%	287
2017 Q2	–	Sell	-5,490	Closed	-$151K	–	706
2017 Q1	$151K	Buy	+5,490	New	+$148K	0.04%	216

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

Chicago Partners Investment Group's HEFA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 32% in Q2 2026, buying an estimated $107K and bringing the position to 9,714 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1053.

Chicago Partners Investment Group first reported a position in HEFA in Q1 2017 and has held it in 22 quarters since. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Chicago Partners Investment Group held 9,714 shares of iShares Currency Hedged MSCI EAFE ETF worth $447K as of Q2 2026.
Chicago Partners Investment Group bought 2,368 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $107K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1053 holding.
Chicago Partners Investment Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and has held it in 22 quarters since.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.