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Crescent Grove Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Crescent Grove Advisors’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 		$9.27M Buy
218,230
+15,279
+8% +$658K 0.89% 30
2025
Q4 		$8.39M Buy
202,951
+45,035
+29% +$1.85M 0.78% 29
2025
Q3 		$6.26M Buy
+157,916
New +$6.09M 0.59% 40

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

Crescent Grove Advisors's HEFA Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7.5% in Q1 2026, buying an estimated $658K and bringing the position to 218,230 shares worth $9.27M. The position accounts for 0.89% of the portfolio, ranked #30.

Crescent Grove Advisors first reported a position in HEFA in Q3 2025 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Crescent Grove Advisors held 218,230 shares of iShares Currency Hedged MSCI EAFE ETF worth $9.27M as of Q1 2026.
  • Crescent Grove Advisors bought 15,279 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $658K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.89% of Crescent Grove Advisors's portfolio in Q1 2026, its #30 holding.
  • Crescent Grove Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.