Envestnet Asset Management
HEFA icon

Envestnet Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Envestnet Asset 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 		$207M Sell
4,406,631
-185,251
-4% -$8.33M 0.05% 350
2026
Q1 		$195M Buy
4,591,882
+3,142,741
+217% +$135M 0.05% 335
2025
Q4 		$59.9M Sell
1,449,141
-3,784,751
-72% -$155M 0.02% 654
2025
Q3 		$207M Sell
5,233,892
-1,854,488
-26% -$71.5M 0.06% 305
2025
Q2 		$269M Sell
7,088,380
-13,731,541
-66% -$502M 0.08% 234
2025
Q1 		$756M Buy
20,819,921
+13,458,592
+183% +$491M 0.24% 77
2024
Q4 		$256M Buy
7,361,329
+55,665
+0.8% +$1.96M 0.08% 220
2024
Q3 		$259M Sell
7,305,664
-13,198,726
-64% -$459M 0.08% 220
2024
Q2 		$729M Sell
20,504,390
-7,013,800
-25% -$246M 0.25% 69
2024
Q1 		$960M Buy
27,518,190
+21,434,026
+352% +$706M 0.36% 53
2023
Q4 		$192M Sell
6,084,164
-3,156,285
-34% -$96.2M 0.08% 244
2023
Q3 		$278M Sell
9,240,449
-984,643
-10% -$29.8M 0.13% 148
2023
Q2 		$317M Buy
10,225,092
+79,693
+0.8% +$2.41M 0.14% 118
2023
Q1 		$299M Buy
10,145,399
+1,163,410
+13% +$33.6M 0.14% 120
2022
Q4 		$243M Sell
8,981,989
-923,746
-9% -$28.3M 0.13% 147
2022
Q3 		$296M Sell
9,905,735
-639,942
-6% -$20.4M 0.17% 99
2022
Q2 		$336M Buy
10,545,677
+1,924,763
+22% +$63.8M 0.19% 94
2022
Q1 		$293M Buy
8,620,914
+777,783
+10% +$26.4M 0.15% 118
2021
Q4 		$277M Buy
7,843,131
+812,627
+12% +$28.7M 0.14% 135
2021
Q3 		$242M Buy
7,030,504
+688,885
+11% +$23.9M 0.13% 135
2021
Q2 		$220M Buy
6,341,619
+1,061,749
+20% +$36.1M 0.12% 142
2021
Q1 		$174M Buy
5,279,870
+924,462
+21% +$29.5M 0.11% 152
2020
Q4 		$133M Buy
4,355,408
+887,087
+26% +$25.9M 0.1% 163
2020
Q3 		$95.5M Buy
3,468,321
+883,536
+34% +$24.5M 0.08% 182
2020
Q2 		$71.3M Buy
2,584,785
+1,341,409
+108% +$35.1M 0.07% 225
2020
Q1 		$30.1M Buy
1,243,376
+576,839
+87% +$16.4M 0.04% 339
2019
Q4 		$20.3M Buy
666,537
+309,843
+87% +$9.45M 0.02% 524
2019
Q3 		$10.7M Buy
356,694
+155,081
+77% +$4.53M 0.01% 723
2019
Q2 		$6.01M Buy
201,613
+9,636
+5% +$283K 0.01% 957
2019
Q1 		$5.54M Sell
191,977
-330,763
-63% -$9.2M 0.01% 947
2018
Q4 		$13.5M Sell
522,740
-454,541
-47% -$12.6M 0.02% 491
2018
Q3 		$29.3M Sell
977,281
-133,231
-12% -$3.93M 0.05% 136
2018
Q2 		$32.9M Buy
1,110,512
+682,329
+159% +$20.3M 0.08% 127
2018
Q1 		$12.8M Sell
428,183
-8,899,625
-95% -$261M 0.04% 187
2017
Q4 		$277M Buy
9,327,808
+2,039,442
+28% +$60.5M 0.62% 33
2017
Q3 		$211M Sell
7,288,366
-1,134,687
-13% -$32.1M 0.5% 35
2017
Q2 		$239M Buy
8,423,053
+4,846,055
+135% +$137M 0.66% 30
2017
Q1 		$98.4M Buy
3,576,998
+1,920,271
+116% +$51.6M 0.32% 51
2016
Q4 		$43.3M Buy
1,656,727
+159,184
+11% +$4.03M 0.16% 94
2016
Q3 		$37.2M Buy
1,497,543
+405,623
+37% +$9.89M 0.14% 116
2016
Q2 		$26.2M Buy
1,091,920
+373,069
+52% +$8.96M 0.1% 165
2016
Q1 		$17.2M Buy
718,851
+294,234
+69% +$6.94M 0.07% 233
2015
Q4 		$10.8M Buy
424,617
+293,368
+224% +$7.62M 0.05% 325
2015
Q3 		$3.23M Sell
131,249
-266,238
-67% -$7.03M 0.02% 736
2015
Q2 		$10.9M Buy
+397,487
New +$11.3M 0.05% 344

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

Envestnet Asset Management's HEFA Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4% in Q2 2026, selling an estimated $8.33M and leaving 4,406,631 shares worth $207M. The position accounts for 0.05% of the portfolio, ranked #350.

Envestnet Asset Management first reported a position in HEFA in Q2 2015 and has held it in 45 quarters since. The position peaked at $960M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Envestnet Asset Management held 4,406,631 shares of iShares Currency Hedged MSCI EAFE ETF worth $207M as of Q2 2026.
  • Envestnet Asset Management sold 185,251 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $8.33M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Envestnet Asset Management's portfolio in Q2 2026, its #350 holding.
  • Envestnet Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and has held it in 45 quarters since.
  • Envestnet Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $960M in Q1 2024.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.