Citizens Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Citizens Financial 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 Q1	$1.84M	Sell	43,399 -1,659	-4%	-$71.5K	0.03%	293
2025 Q4	$1.86M	Buy	45,058 +1,497	+3%	+$61.3K	0.03%	291
2025 Q3	$1.73M	Buy	43,561 +51	+0.1%	+$1.97K	0.02%	310
2025 Q2	$1.65M	Sell	43,510 -513	-1%	-$18.8K	0.03%	280
2025 Q1	$1.6M	Sell	44,023 -576	-1%	-$21K	0.03%	259
2024 Q4	$1.55M	Sell	44,599 -1,027	-2%	-$36.2K	0.03%	244
2024 Q3	$1.62M	Buy	45,626 +11,787	+35%	+$410K	0.03%	238
2024 Q2	$1.2M	Buy	+33,839	New	+$1.19M	0.03%	256
2019 Q4	–	Sell	-3,433	Closed	-$103K	–	1061
2019 Q3	$103K	Buy	+3,433	New	+$100K	0.01%	290

Other funds holding HEFA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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