Exchange Traded Concepts
HEFA icon

Exchange Traded Concepts’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Exchange Traded Concepts’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
-27
Closed -$1.12K – 1629
2025
Q4 		$1.12K Sell
27
-12
-31% -$492 ﹤0.01% 1566
2025
Q3 		$1.54K Sell
39
-1,121
-97% -$43.2K ﹤0.01% 1413
2025
Q2 		$44K Buy
+1,160
New +$42.4K ﹤0.01% 1333

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Dynasty Wealth Management
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

Exchange Traded Concepts's HEFA Position: Q1 2026 in Review

Exchange Traded Concepts sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 27 shares — an estimated $1.12K sold.

Exchange Traded Concepts first reported a position in HEFA in Q2 2025 and held it in 3 quarters. The position peaked at $44K in Q2 2025. 436 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Exchange Traded Concepts reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Exchange Traded Concepts sold 27 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $1.12K.
  • Exchange Traded Concepts first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and held it in 3 quarters.
  • Exchange Traded Concepts's iShares Currency Hedged MSCI EAFE ETF position peaked at $44K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Exchange Traded Concepts's 13F filing for Q1 2026, filed 15 Apr 2026.