Clear Creek Financial Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Clear Creek Financial Management’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	$447K	Sell	10,526 -403	-4%	-$17.4K	0.03%	417
2025 Q4	$452K	Sell	10,929 -1,259	-10%	-$51.6K	0.04%	413
2025 Q3	$483K	Sell	12,188 -86	-0.7%	-$3.31K	0.04%	370
2025 Q2	$466K	Buy	12,274 +1,811	+17%	+$66.2K	0.04%	353
2025 Q1	$380K	Buy	+10,463	New	+$381K	0.04%	354
2024 Q3	–	Sell	-9,371	Closed	-$333K	–	471
2024 Q2	$333K	Sell	9,371 -6,209	-40%	-$218K	0.04%	321
2024 Q1	$543K	Buy	+15,580	New	+$513K	0.07%	235

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

Clear Creek Financial Management's HEFA Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q1 2026, selling an estimated $17.4K and leaving 10,526 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #417.

Clear Creek Financial Management first reported a position in HEFA in Q1 2024 and has held it in 7 quarters since. The position peaked at $543K in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Clear Creek Financial Management held 10,526 shares of iShares Currency Hedged MSCI EAFE ETF worth $447K as of Q1 2026.
Clear Creek Financial Management sold 403 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $17.4K.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #417 holding.
Clear Creek Financial Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
Clear Creek Financial Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $543K in Q1 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.