Choate Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Choate Investment Advisors’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	$937K	Hold	22,056	–	–	0.02%	242
2025 Q4	$912K	Hold	22,056	–	–	0.02%	239
2025 Q3	$874K	Hold	22,056	–	–	0.02%	221
2025 Q2	$837K	Hold	22,056	–	–	0.02%	213
2025 Q1	$800K	Hold	22,056	–	–	0.02%	207
2024 Q4	$766K	Hold	22,056	–	–	0.02%	219
2024 Q3	$781K	Hold	22,056	–	–	0.02%	218
2024 Q2	$784K	Hold	22,056	–	–	0.02%	210
2024 Q1	$769K	Hold	22,056	–	–	0.02%	223
2023 Q4	$695K	Hold	22,056	–	–	0.02%	224
2023 Q3	$664K	Hold	22,056	–	–	0.03%	212
2023 Q2	$684K	Hold	22,056	–	–	0.03%	179
2023 Q1	$650K	Hold	22,056	–	–	0.03%	162
2022 Q4	$596K	Hold	22,056	–	–	0.04%	167
2022 Q3	$659K	Hold	22,056	–	–	0.04%	137
2022 Q2	$702K	Buy	+22,056	New	+$731K	0.04%	139

Other funds holding HEFA

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Choate Investment Advisors's HEFA Position: Q1 2026 in Review

Choate Investment Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 22,056 shares worth $937K. The position accounts for 0.02% of the portfolio, ranked #242.

Choate Investment Advisors first reported a position in HEFA in Q2 2022 and has held it in 16 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Choate Investment Advisors held 22,056 shares of iShares Currency Hedged MSCI EAFE ETF worth $937K as of Q1 2026.
Choate Investment Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Choate Investment Advisors's portfolio in Q1 2026, its #242 holding.
Choate Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.