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

Coldstream Capital 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
Q2 		$214M Sell
4,561,052
-1,367,977
-23% -$61.5M 2.68% 8
2026
Q1 		$252M Buy
5,929,029
+272,288
+5% +$11.7M 3.1% 6
2025
Q4 		$234M Buy
5,656,741
+147,435
+3% +$6.04M 3.02% 6
2025
Q3 		$218M Buy
5,509,306
+114,441
+2% +$4.41M 2.94% 7
2025
Q2 		$205M Buy
5,394,865
+49,463
+0.9% +$1.81M 3.35% 4
2025
Q1 		$194M Buy
5,345,402
+194,250
+4% +$7.08M 4.13% 4
2024
Q4 		$179M Buy
5,151,152
+341,748
+7% +$12M 3.82% 5
2024
Q3 		$170M Buy
4,809,404
+133,825
+3% +$4.65M 3.68% 4
2024
Q2 		$166M Buy
4,675,579
+144,675
+3% +$5.08M 4.05% 4
2024
Q1 		$158M Buy
4,530,904
+171,371
+4% +$5.64M 4.01% 4
2023
Q4 		$137M Buy
4,359,533
+91,687
+2% +$2.79M 3.84% 4
2023
Q3 		$128M Buy
4,267,846
+372,856
+10% +$11.3M 4.2% 4
2023
Q2 		$121M Buy
3,894,990
+779,585
+25% +$23.6M 3.83% 4
2023
Q1 		$91.8M Buy
3,115,405
+185,712
+6% +$5.36M 3.08% 7
2022
Q4 		$79.1M Buy
+2,929,693
New +$89.7M 2.9% 7
2022
Q2 		$134M Sell
4,211,572
-96,858
-2% -$3.21M 5.22% 3
2022
Q1 		$146M Sell
4,308,430
-13,121
-0.3% -$446K 5.04% 3
2021
Q4 		$153M Buy
4,321,551
+1,911,091
+79% +$67.5M 4.79% 3
2021
Q3 		$66.4M Sell
2,410,460
-969,827
-29% -$33.7M 3.22% 6
2021
Q2 		$117M Buy
3,380,287
+877,180
+35% +$29.8M 4.71% 5
2021
Q1 		$82.5M Buy
2,503,107
+77,193
+3% +$2.46M 4.83% 6
2020
Q4 		$73.9M Buy
2,425,914
+616,390
+34% +$18M 4.46% 6
2020
Q3 		$49.8M Sell
1,809,524
-38,110
-2% -$1.06M 4.15% 6
2020
Q2 		$51M Buy
1,847,634
+251,353
+16% +$6.58M 4.58% 5
2020
Q1 		$38.6M Sell
1,596,281
-154,122
-9% -$4.39M 4.22% 6
2019
Q4 		$53.4M Buy
1,750,403
+49,387
+3% +$1.51M 4.38% 6
2019
Q3 		$50.9M Buy
1,701,016
+60,562
+4% +$1.77M 4.29% 5
2019
Q2 		$48.9M Buy
1,640,454
+20,102
+1% +$590K 4.07% 5
2019
Q1 		$46.8M Buy
1,620,352
+322,943
+25% +$8.98M 4.09% 6
2018
Q4 		$33.5M Sell
1,297,409
-78,916
-6% -$2.19M 3.25% 6
2018
Q3 		$41.2M Sell
1,376,325
-66,610
-5% -$1.97M 3.73% 6
2018
Q2 		$42.7M Sell
1,442,935
-1,423
-0.1% -$42.4K 4.32% 6
2018
Q1 		$41.5M Sell
1,444,358
-223,284
-13% -$6.56M 4.48% 6
2017
Q4 		$49.5M Buy
1,667,642
+155,755
+10% +$4.62M 5.37% 4
2017
Q3 		$43.8M Buy
1,511,887
+30,105
+2% +$851K 5.09% 4
2017
Q2 		$42.1M Sell
1,481,782
-86,679
-6% -$2.45M 5.43% 4
2017
Q1 		$43.2M Buy
1,568,461
+93,048
+6% +$2.5M 5.96% 4
2016
Q4 		$38.5M Buy
1,475,413
+402,177
+37% +$10.2M 6.27% 4
2016
Q3 		$26.6M Sell
1,073,236
-57,269
-5% -$1.4M 4.72% 5
2016
Q2 		$27.1M Sell
1,130,505
-37,404
-3% -$898K 4.8% 5
2016
Q1 		$27.9M Buy
1,167,909
+20,116
+2% +$474K 5.08% 5
2015
Q4 		$29.2M Buy
1,147,793
+675,873
+143% +$17.6M 6.33% 4
2015
Q3 		$11.6M Buy
+471,920
New +$12.5M 3.1% 7

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Coldstream Capital Management's HEFA Position: Q2 2026 in Review

Coldstream Capital Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 23% in Q2 2026, selling an estimated $61.5M and leaving 4,561,052 shares worth $214M. The position accounts for 2.68% of the portfolio, ranked #8.

Coldstream Capital Management first reported a position in HEFA in Q3 2015 and has held it in 43 quarters since. The position peaked at $252M in Q1 2026. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Coldstream Capital Management held 4,561,052 shares of iShares Currency Hedged MSCI EAFE ETF worth $214M as of Q2 2026.
  • Coldstream Capital Management sold 1,367,977 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $61.5M.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.68% of Coldstream Capital Management's portfolio in Q2 2026, its #8 holding.
  • Coldstream Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and has held it in 43 quarters since.
  • Coldstream Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $252M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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