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 Q2	$762K	Sell	16,242 -5,814	-26%	-$262K	0.01%	271
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 $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

Choate Investment Advisors's HEFA Position: Q2 2026 in Review

Choate Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 26% in Q2 2026, selling an estimated $262K and leaving 16,242 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #271.

Choate Investment Advisors first reported a position in HEFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $937K in Q1 2026. 452 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Choate Investment Advisors held 16,242 shares of iShares Currency Hedged MSCI EAFE ETF worth $762K as of Q2 2026.
Choate Investment Advisors sold 5,814 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $262K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #271 holding.
Choate Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
Choate Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $937K in Q1 2026.
452 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.