EH
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Equitable Holdings’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Equitable Holdings’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 		$1.69M Buy
36,065
+9,773
+37% +$440K 0.01% 803
2026
Q1 		$1.09M Buy
26,292
+3,915
+17% +$169K 0.01% 947
2025
Q4 		$926K Buy
22,377
+1,680
+8% +$68.8K 0.01% 890
2025
Q3 		$820K Sell
20,697
-3,322
-14% -$128K 0.01% 894
2025
Q2 		$912K Sell
24,019
-76,446
-76% -$2.79M 0.01% 822
2025
Q1 		$3.65M Buy
100,465
+43,666
+77% +$1.59M 0.03% 361
2024
Q4 		$1.97M Sell
56,799
-8,282
-13% -$292K 0.02% 490
2024
Q3 		$2.31M Sell
65,081
-31,490
-33% -$1.09M 0.02% 452
2024
Q2 		$3.43M Sell
96,571
-8,617
-8% -$302K 0.04% 339
2024
Q1 		$3.67M Buy
105,188
+94,229
+860% +$3.1M 0.04% 305
2023
Q4 		$345K Sell
10,959
-234
-2% -$7.13K ﹤0.01% 892
2023
Q3 		$337K Sell
11,193
-7,770
-41% -$235K ﹤0.01% 838
2023
Q2 		$588K Sell
18,963
-509
-3% -$15.4K 0.01% 655
2023
Q1 		$574K Sell
19,472
-1,746
-8% -$50.4K 0.01% 617
2022
Q4 		$573K Buy
21,218
+7,339
+53% +$225K 0.01% 573
2022
Q3 		$415K Buy
13,879
+4,228
+44% +$135K 0.01% 605
2022
Q2 		$307K Buy
9,651
+1,372
+17% +$45.5K 0.01% 685
2022
Q1 		$281K Buy
8,279
+1,425
+21% +$48.4K ﹤0.01% 734
2021
Q4 		$242K Hold
6,854
– – ﹤0.01% 774
2021
Q3 		$236K Hold
6,854
– – ﹤0.01% 750
2021
Q2 		$237K Sell
6,854
-44
-0.6% -$1.49K ﹤0.01% 734
2021
Q1 		$227K Sell
6,898
-753
-10% -$24K ﹤0.01% 688
2020
Q4 		$233K Sell
7,651
-286
-4% -$8.35K 0.01% 616
2020
Q3 		$219K Sell
7,937
-629
-7% -$17.4K 0.01% 574
2020
Q2 		$236K Sell
8,566
-2,465
-22% -$64.5K 0.01% 554
2020
Q1 		$267K Sell
11,031
-3,047
-22% -$86.7K 0.01% 481
2019
Q4 		$430K Buy
+14,078
New +$429K 0.01% 427

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Equitable Holdings's HEFA Position: Q2 2026 in Review

Equitable Holdings increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 37% in Q2 2026, buying an estimated $440K and bringing the position to 36,065 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #803.

Equitable Holdings first reported a position in HEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.67M in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Equitable Holdings held 36,065 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.69M as of Q2 2026.
  • Equitable Holdings bought 9,773 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $440K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #803 holding.
  • Equitable Holdings first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.67M in Q1 2024.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.