Cliff Asness’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cliff Asness’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	$663K	Sell	14,127 -2,014	-12%	-$90.6K	﹤0.01%	3246
2026 Q1	$686K	Buy	16,141 +6,205	+62%	+$267K	﹤0.01%	2972
2025 Q4	$411K	Buy	9,936 +2,396	+32%	+$98.2K	﹤0.01%	3016
2025 Q3	$299K	Sell	7,540 -712	-9%	-$27.4K	﹤0.01%	3086
2025 Q2	$313K	Sell	8,252 -5,405	-40%	-$198K	﹤0.01%	2855
2025 Q1	$496K	Buy	13,657 +1,928	+16%	+$70.3K	﹤0.01%	2434
2024 Q4	$408K	Buy	11,729 +2,264	+24%	+$79.7K	﹤0.01%	2351
2024 Q3	$335K	Buy	+9,465	New	+$329K	﹤0.01%	2346

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

Cliff Asness's HEFA Position: Q2 2026 in Review

Cliff Asness reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 12% in Q2 2026, selling an estimated $90.6K and leaving 14,127 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Cliff Asness first reported a position in HEFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $686K in Q1 2026. 449 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Cliff Asness held 14,127 shares of iShares Currency Hedged MSCI EAFE ETF worth $663K as of Q2 2026.
Cliff Asness sold 2,014 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $90.6K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3246 holding.
Cliff Asness first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Cliff Asness's iShares Currency Hedged MSCI EAFE ETF position peaked at $686K in Q1 2026.
449 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.