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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clark Capital Management Group's HEFA Position: Q1 2026 in Review

Clark Capital Management Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.01% in Q1 2026, selling an estimated $43 and leaving 14,697 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Clark Capital Management Group first reported a position in HEFA in Q1 2015 and has held it in 17 quarters since. The position peaked at $9.38M in Q2 2016. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Clark Capital Management Group held 14,697 shares of iShares Currency Hedged MSCI EAFE ETF worth $625K as of Q1 2026.
Clark Capital Management Group sold 1 iShares Currency Hedged MSCI EAFE ETF share in Q1 2026, an estimated $43.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #357 holding.
Clark Capital Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and has held it in 17 quarters since.
Clark Capital Management Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $9.38M in Q2 2016.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.