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

Evanson 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 Q1	$362K	Hold	8,522	–	–	0.02%	230
2025 Q4	$352K	Buy	8,522 +151	+2%	+$6.19K	0.02%	238
2025 Q3	$332K	Buy	8,371 +140	+2%	+$5.4K	0.02%	239
2025 Q2	$312K	Sell	8,231 -1,600	-16%	-$58.5K	0.02%	249
2025 Q1	$357K	Hold	9,831	–	–	0.03%	216
2024 Q4	$342K	Buy	9,831 +131	+1%	+$4.61K	0.02%	218
2024 Q3	$344K	Buy	+9,700	New	+$337K	0.02%	224
2015 Q2	–	Sell	-10,000	Closed	-$279K	–	217
2015 Q1	$279K	Buy	+10,000	New	+$267K	0.1%	145

Other funds holding HEFA

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Evanson Asset Management's HEFA Position: Q1 2026 in Review

Evanson Asset Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 8,522 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #230.

Evanson Asset Management first reported a position in HEFA in Q1 2015 and has held it in 8 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Evanson Asset Management held 8,522 shares of iShares Currency Hedged MSCI EAFE ETF worth $362K as of Q1 2026.
Evanson Asset Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #230 holding.
Evanson Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and has held it in 8 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.