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

Elequin Capital’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 		– Sell
-2,789
Closed -$115K – 674
2025
Q4 		$115K Sell
2,789
-202
-7% -$8.28K 0.01% 116
2025
Q3 		$118K Sell
2,991
-23,900
-89% -$921K 0.01% 105
2025
Q2 		$1.02M Sell
26,891
-8,567
-24% -$313K 0.13% 61
2025
Q1 		$1.29M Buy
+35,458
New +$1.29M 0.16% 47

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

Elequin Capital's HEFA Position: Q1 2026 in Review

Elequin Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 2,789 shares — an estimated $115K sold.

Elequin Capital first reported a position in HEFA in Q1 2025 and held it in 4 quarters. The position peaked at $1.29M in Q1 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Elequin Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Elequin Capital sold 2,789 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $115K.
  • Elequin Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 4 quarters.
  • Elequin Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.29M in Q1 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.