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 Q2	$1.97M	Sell	41,965 -1,434	-3%	-$64.5K	0.02%	305
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 $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

Citizens Financial Group's HEFA Position: Q2 2026 in Review

Citizens Financial Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.3% in Q2 2026, selling an estimated $64.5K and leaving 41,965 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #305.

Citizens Financial Group first reported a position in HEFA in Q3 2019 and has held it in 10 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Citizens Financial Group held 41,965 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.97M as of Q2 2026.
Citizens Financial Group sold 1,434 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $64.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #305 holding.
Citizens Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2019 and has held it in 10 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.