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

Exchange Capital 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
2025
Q2 		$12.4M Buy
325,525
+16,356
+5% +$598K 1.84% 9
2025
Q1 		$11.2M Buy
309,169
+3,230
+1% +$118K 1.82% 9
2024
Q4 		$10.6M Buy
305,939
+2,798
+0.9% +$98.6K 1.69% 13
2024
Q3 		$10.7M Buy
303,141
+8,509
+3% +$296K 1.71% 12
2024
Q2 		$10.5M Buy
294,632
+3,794
+1% +$133K 1.71% 13
2024
Q1 		$10.1M Buy
290,838
+14,175
+5% +$467K 1.65% 13
2023
Q4 		$8.72M Buy
276,663
+3,457
+1% +$105K 1.56% 14
2023
Q3 		$8.22M Buy
273,206
+1,567
+0.6% +$47.4K 1.55% 16
2023
Q2 		$8.42M Buy
271,639
+1,228
+0.5% +$37.2K 1.56% 15
2023
Q1 		$7.97M Buy
270,411
+3,132
+1% +$90.4K 1.62% 15
2022
Q4 		$7.22M Sell
267,279
-115,078
-30% -$3.52M 1.58% 13
2022
Q3 		$11.4M Sell
382,357
-3,855
-1% -$123K 2.65% 3
2022
Q2 		$12.3M Sell
386,212
-4,248
-1% -$141K 2.68% 3
2022
Q1 		$13.3M Buy
390,460
+2,196
+0.6% +$74.6K 2.48% 6
2021
Q4 		$13.7M Buy
388,264
+9,052
+2% +$320K 2.49% 5
2021
Q3 		$13M Buy
379,212
+27,635
+8% +$959K 2.53% 4
2021
Q2 		$12.2M Buy
351,577
+24,436
+7% +$830K 2.34% 6
2021
Q1 		$10.8M Buy
327,141
+37,477
+13% +$1.19M 2.23% 8
2020
Q4 		$8.83M Buy
289,664
+25,697
+10% +$750K 1.97% 10
2020
Q3 		$7.27M Buy
263,967
+755
+0.3% +$20.9K 1.84% 11
2020
Q2 		$7.26M Sell
263,212
-4,127
-2% -$108K 2.01% 7
2020
Q1 		$6.47M Buy
267,339
+1,920
+0.7% +$54.6K 2.11% 7
2019
Q4 		$8.1M Sell
265,419
-5,813
-2% -$177K 2.08% 9
2019
Q3 		$8.12M Buy
271,232
+11,099
+4% +$324K 2.14% 7
2019
Q2 		$7.76M Buy
260,133
+16,163
+7% +$475K 2.09% 8
2019
Q1 		$7.04M Buy
243,970
+89,631
+58% +$2.49M 1.98% 10
2018
Q4 		$3.98M Sell
154,339
-109,443
-41% -$3.04M 1.29% 25
2018
Q3 		$7.9M Buy
263,782
+10,756
+4% +$318K 2.29% 8
2018
Q2 		$7.49M Buy
253,026
+40,878
+19% +$1.22M 2.23% 9
2018
Q1 		$6.09M Buy
212,148
+182,159
+607% +$5.35M 1.91% 13
2017
Q4 		$890K Buy
+29,989
New +$890K 0.28% 82

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Exchange Capital Management's HEFA Position: Q2 2025 in Review

Exchange Capital Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.3% in Q2 2025, buying an estimated $598K and bringing the position to 325,525 shares worth $12.4M. The position accounts for 1.84% of the portfolio, ranked #9.

Exchange Capital Management first reported a position in HEFA in Q4 2017 and has held it in 31 quarters since. The position peaked at $13.7M in Q4 2021. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Exchange Capital Management held 325,525 shares of iShares Currency Hedged MSCI EAFE ETF worth $12.4M as of Q2 2025.
  • Exchange Capital Management bought 16,356 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $598K.
  • iShares Currency Hedged MSCI EAFE ETF made up 1.84% of Exchange Capital Management's portfolio in Q2 2025, its #9 holding.
  • Exchange Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and has held it in 31 quarters since.
  • Exchange Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $13.7M in Q4 2021.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.