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Clark Capital Management Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Clark Capital Management 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 		$690K Hold
14,697
– – ﹤0.01% 364
2026
Q1 		$625K Sell
14,697
-1
-0% -$43 ﹤0.01% 357
2025
Q4 		$608K Buy
+14,698
New +$602K ﹤0.01% 346
2018
Q4 		– Sell
-30,642
Closed -$917K – 311
2018
Q3 		$917K Sell
30,642
-1,788
-6% -$52.8K 0.02% 203
2018
Q2 		$960K Sell
32,430
-45,141
-58% -$1.35M 0.03% 192
2018
Q1 		$2.23M Sell
77,571
-18,261
-19% -$536K 0.07% 159
2017
Q4 		$2.85M Sell
95,832
-6,579
-6% -$195K 0.09% 137
2017
Q3 		$2.96M Sell
102,411
-51,063
-33% -$1.44M 0.1% 136
2017
Q2 		$4.36M Sell
153,474
-137,940
-47% -$3.9M 0.17% 118
2017
Q1 		$8.02M Sell
291,414
-25,358
-8% -$682K 0.36% 85
2016
Q4 		$8.27M Sell
316,772
-33,564
-10% -$851K 0.43% 73
2016
Q3 		$8.69M Sell
350,336
-40,625
-10% -$990K 0.5% 61
2016
Q2 		$9.38M Buy
390,961
+331,313
+555% +$7.96M 0.61% 59
2016
Q1 		$1.42M Buy
59,648
+12,978
+28% +$306K 0.11% 164
2015
Q4 		$1.19M Sell
46,670
-13,567
-23% -$353K 0.1% 161
2015
Q3 		$1.48M Buy
60,237
+5,826
+11% +$154K 0.13% 152
2015
Q2 		$1.49M Sell
54,411
-16,423
-23% -$466K 0.14% 142
2015
Q1 		$1.98M Buy
+70,834
New +$1.89M 0.18% 118

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clark Capital Management Group's HEFA Position: Q2 2026 in Review

Clark Capital Management Group held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 14,697 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Clark Capital Management Group first reported a position in HEFA in Q1 2015 and has held it in 18 quarters since. The position peaked at $9.38M in Q2 2016. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Clark Capital Management Group held 14,697 shares of iShares Currency Hedged MSCI EAFE ETF worth $690K as of Q2 2026.
  • Clark Capital Management Group left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #364 holding.
  • Clark Capital Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and has held it in 18 quarters since.
  • Clark Capital Management Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $9.38M in Q2 2016.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.