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Disciplined Investors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Disciplined Investors’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 		$1.71M Sell
40,175
-230
-0.6% -$9.91K 1.02% 31
2025
Q4 		$1.67M Buy
40,405
+237
+0.6% +$9.71K 1.1% 27
2025
Q3 		$1.59M Buy
40,168
+93
+0.2% +$3.58K 1.13% 26
2025
Q2 		$1.52M Buy
40,075
+1,716
+4% +$62.7K 1.19% 27
2025
Q1 		$1.39M Buy
38,359
+5,583
+17% +$204K 1.26% 25
2024
Q4 		$1.14M Buy
+32,776
New +$1.15M 1.1% 25

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

Disciplined Investors's HEFA Position: Q1 2026 in Review

Disciplined Investors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.57% in Q1 2026, selling an estimated $9.91K and leaving 40,175 shares worth $1.71M. The position accounts for 1.02% of the portfolio, ranked #31.

Disciplined Investors first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Disciplined Investors held 40,175 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.71M as of Q1 2026.
  • Disciplined Investors sold 230 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $9.91K.
  • iShares Currency Hedged MSCI EAFE ETF made up 1.02% of Disciplined Investors's portfolio in Q1 2026, its #31 holding.
  • Disciplined Investors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.