Citigroup
HEFA icon

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

Citigroup’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 		$6.06M Buy
142,517
+6,514
+5% +$281K ﹤0.01% 1821
2025
Q4 		$5.63M Buy
136,003
+2,814
+2% +$115K ﹤0.01% 1935
2025
Q3 		$5.28M Buy
133,189
+12,210
+10% +$471K ﹤0.01% 1932
2025
Q2 		$4.59M Buy
120,979
+2,574
+2% +$94.1K ﹤0.01% 1966
2025
Q1 		$4.3M Buy
118,405
+2,762
+2% +$101K ﹤0.01% 2038
2024
Q4 		$4.02M Sell
115,643
-54,794
-32% -$1.93M ﹤0.01% 2182
2024
Q3 		$6.04M Buy
170,437
+9,851
+6% +$342K ﹤0.01% 1693
2024
Q2 		$5.71M Buy
160,586
+55,091
+52% +$1.93M ﹤0.01% 1536
2024
Q1 		$3.68M Sell
105,495
-13,824
-12% -$455K ﹤0.01% 1944
2023
Q4 		$3.76M Buy
119,319
+4,659
+4% +$142K ﹤0.01% 1787
2023
Q3 		$3.45M Buy
114,660
+8,830
+8% +$267K ﹤0.01% 1630
2023
Q2 		$3.28M Buy
105,830
+37,194
+54% +$1.13M ﹤0.01% 1789
2023
Q1 		$2.02M Buy
68,636
+12,029
+21% +$347K ﹤0.01% 2021
2022
Q4 		$1.53M Buy
56,607
+17,200
+44% +$527K ﹤0.01% 2253
2022
Q3 		$1.18M Buy
39,407
+4,880
+14% +$156K ﹤0.01% 2587
2022
Q2 		$1.1M Buy
34,527
+1,963
+6% +$65K ﹤0.01% 2574
2022
Q1 		$1.1M Sell
32,564
-3,126
-9% -$106K ﹤0.01% 2873
2021
Q4 		$1.26M Sell
35,690
-556
-2% -$19.6K ﹤0.01% 3008
2021
Q3 		$1.25M Sell
36,246
-4,216
-10% -$146K ﹤0.01% 2917
2021
Q2 		$1.4M Buy
40,462
+545
+1% +$18.5K ﹤0.01% 2963
2021
Q1 		$1.32M Buy
39,917
+1,290
+3% +$41.1K ﹤0.01% 2777
2020
Q4 		$1.18M Buy
38,627
+159
+0.4% +$4.64K ﹤0.01% 3378
2020
Q3 		$1.06M Buy
38,468
+4,109
+12% +$114K ﹤0.01% 3222
2020
Q2 		$948K Sell
34,359
-13,383
-28% -$350K ﹤0.01% 3615
2020
Q1 		$1.16M Buy
47,742
+5,122
+12% +$146K ﹤0.01% 3020
2019
Q4 		$1.3M Sell
42,620
-391
-0.9% -$11.9K ﹤0.01% 3481
2019
Q3 		$1.29M Sell
43,011
-944
-2% -$27.6K ﹤0.01% 3355
2019
Q2 		$1.31M Buy
43,955
+1,732
+4% +$50.9K ﹤0.01% 3315
2019
Q1 		$1.22M Buy
42,223
+4,966
+13% +$138K ﹤0.01% 3188
2018
Q4 		$962K Sell
37,257
-4,703
-11% -$131K ﹤0.01% 3447
2018
Q3 		$1.26M Buy
41,960
+14,055
+50% +$415K ﹤0.01% 3233
2018
Q2 		$826K Sell
27,905
-900
-3% -$26.8K ﹤0.01% 3563
2018
Q1 		$827K Sell
28,805
-76,064
-73% -$2.23M ﹤0.01% 3447
2017
Q4 		$3.11M Buy
104,869
+2,720
+3% +$80.7K ﹤0.01% 2260
2017
Q3 		$2.96M Sell
102,149
-20,574
-17% -$582K ﹤0.01% 2252
2017
Q2 		$3.49M Sell
122,723
-53,046
-30% -$1.5M ﹤0.01% 2028
2017
Q1 		$4.84M Buy
175,769
+11,800
+7% +$317K ﹤0.01% 1697
2016
Q4 		$4.28M Buy
163,969
+145,456
+786% +$3.69M ﹤0.01% 2011
2016
Q3 		$459K Sell
18,513
-2,403
-11% -$58.6K ﹤0.01% 3965
2016
Q2 		$502K Sell
20,916
-3,300
-14% -$79.3K ﹤0.01% 3660
2016
Q1 		$578K Sell
24,216
-17,233
-42% -$406K ﹤0.01% 3969
2015
Q4 		$1.05M Buy
41,449
+2,487
+6% +$64.6K ﹤0.01% 3082
2015
Q3 		$958K Buy
38,962
+35,619
+1,065% +$941K ﹤0.01% 3124
2015
Q2 		$91K Buy
3,343
+1,108
+50% +$31.5K ﹤0.01% 5071
2015
Q1 		$62K Buy
+2,235
New +$59.8K ﹤0.01% 5394

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

Citigroup's HEFA Position: Q1 2026 in Review

Citigroup increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.8% in Q1 2026, buying an estimated $281K and bringing the position to 142,517 shares worth $6.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Citigroup first reported a position in HEFA in Q1 2015 and has held it in 45 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Citigroup held 142,517 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.06M as of Q1 2026.
  • Citigroup bought 6,514 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $281K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #1821 holding.
  • Citigroup first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and has held it in 45 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

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