Corient Private Wealth
HEFA icon

Corient Private Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Corient Private Wealth’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 		$1.17M Sell
27,512
-34,014
-55% -$1.47M ﹤0.01% 1569
2025
Q4 		$2.54M Buy
61,526
+30,056
+96% +$1.23M ﹤0.01% 1397
2025
Q3 		$1.25M Buy
31,470
+2,855
+10% +$110K ﹤0.01% 1313
2025
Q2 		$1.09M Buy
28,615
+948
+3% +$34.7K ﹤0.01% 1324
2025
Q1 		$1M Sell
27,667
-31,578
-53% -$1.15M ﹤0.01% 1277
2024
Q4 		$342K Buy
59,245
+49,585
+513% +$1.75M ﹤0.01% 1825
2024
Q3 		$342K Sell
9,660
-12,603
-57% -$438K ﹤0.01% 1952
2024
Q2 		$792K Sell
22,263
-162
-0.7% -$5.68K ﹤0.01% 1425
2024
Q1 		$782K Buy
22,425
+593
+3% +$19.5K ﹤0.01% 1417
2023
Q4 		$688K Sell
21,832
-1,135
-5% -$34.6K ﹤0.01% 1452
2023
Q3 		$691K Buy
22,967
+3,592
+19% +$109K ﹤0.01% 1327
2023
Q2 		$601K Sell
19,375
-10,712
-36% -$324K ﹤0.01% 1366
2023
Q1 		$887K Buy
30,087
+11,491
+62% +$332K ﹤0.01% 1141
2022
Q4 		$502K Buy
+18,596
New +$570K ﹤0.01% 1144

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Corient Private Wealth's HEFA Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 55% in Q1 2026, selling an estimated $1.47M and leaving 27,512 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Corient Private Wealth first reported a position in HEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.54M in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Corient Private Wealth held 27,512 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.17M as of Q1 2026.
  • Corient Private Wealth sold 34,014 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $1.47M.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1569 holding.
  • Corient Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.54M in Q4 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.