Fidelity Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.73M | Buy |
64,291
+2,364
| +4% | +$102K | ﹤0.01% | 2536 |
|
|
2025
Q4 | $2.56M | Buy |
61,927
+7,295
| +13% | +$299K | ﹤0.01% | 2519 |
|
|
2025
Q3 | $2.16M | Buy |
54,632
+5,114
| +10% | +$197K | ﹤0.01% | 2515 |
|
|
2025
Q2 | $1.88M | Buy |
49,518
+28,551
| +136% | +$1.04M | ﹤0.01% | 2510 |
|
|
2025
Q1 | $761K | Buy |
20,967
+5,533
| +36% | +$202K | ﹤0.01% | 2770 |
|
|
2024
Q4 | $536K | Sell |
15,434
-1,384
| -8% | -$48.7K | ﹤0.01% | 2901 |
|
|
2024
Q3 | $596K | Sell |
16,818
-354
| -2% | -$12.3K | ﹤0.01% | 2783 |
|
|
2024
Q2 | $611K | Buy |
17,172
+5,471
| +47% | +$192K | ﹤0.01% | 2662 |
|
|
2024
Q1 | $408K | Buy |
11,701
+4,561
| +64% | +$150K | ﹤0.01% | 2795 |
|
|
2023
Q4 | $225K | Buy |
7,140
+248
| +4% | +$7.56K | ﹤0.01% | 2932 |
|
|
2023
Q3 | $207K | Buy |
6,892
+5,628
| +445% | +$170K | ﹤0.01% | 2880 |
|
|
2023
Q2 | $39.2K | Sell |
1,264
-1,343
| -52% | -$40.7K | ﹤0.01% | 3554 |
|
|
2023
Q1 | $76.9K | Buy |
2,607
+1,744
| +202% | +$50.4K | ﹤0.01% | 3285 |
|
|
2022
Q4 | $23.3K | Sell |
863
-1,367
| -61% | -$41.9K | ﹤0.01% | 3725 |
|
|
2022
Q3 | $67K | Buy |
2,230
+632
| +40% | +$20.1K | ﹤0.01% | 3385 |
|
|
2022
Q2 | $51K | Sell |
1,598
-78
| -5% | -$2.58K | ﹤0.01% | 3559 |
|
|
2022
Q1 | $57K | Buy |
1,676
+53
| +3% | +$1.8K | ﹤0.01% | 3632 |
|
|
2021
Q4 | $57K | Buy |
1,623
+654
| +67% | +$23.1K | ﹤0.01% | 3207 |
|
|
2021
Q3 | $33K | Buy |
969
+536
| +124% | +$18.6K | ﹤0.01% | 3307 |
|
|
2021
Q2 | $15K | Sell |
433
-14
| -3% | -$475 | ﹤0.01% | 3449 |
|
|
2021
Q1 | $15K | Buy |
447
+158
| +55% | +$5.04K | ﹤0.01% | 3305 |
|
|
2020
Q4 | $9K | Sell |
289
-1,050
| -78% | -$30.6K | ﹤0.01% | 3333 |
|
|
2020
Q3 | $37K | Buy |
1,339
+89
| +7% | +$2.47K | ﹤0.01% | 2940 |
|
|
2020
Q2 | $34K | Sell |
1,250
-2,575
| -67% | -$67.4K | ﹤0.01% | 2874 |
|
|
2020
Q1 | $93K | Sell |
3,825
-2,628
| -41% | -$74.8K | ﹤0.01% | 2682 |
|
|
2019
Q4 | $197K | Buy |
6,453
+1,038
| +19% | +$31.7K | ﹤0.01% | 2643 |
|
|
2019
Q3 | $162K | Buy |
5,415
+1,785
| +49% | +$52.1K | ﹤0.01% | 2671 |
|
|
2019
Q2 | $108K | Buy |
3,630
+518
| +17% | +$15.2K | ﹤0.01% | 2729 |
|
|
2019
Q1 | $90K | Buy |
3,112
+16
| +0.5% | +$445 | ﹤0.01% | 2690 |
|
|
2018
Q4 | $80K | Sell |
3,096
-3,046
| -50% | -$84.7K | ﹤0.01% | 2665 |
|
|
2018
Q3 | $185K | Sell |
6,142
-1,027
| -14% | -$30.3K | ﹤0.01% | 2648 |
|
|
2018
Q2 | $212K | Buy |
+7,169
| New | +$214K | ﹤0.01% | 2585 |
|
|
2017
Q3 | – | Sell |
-7,314
| Closed | -$208K | – | 2618 |
|
|
2017
Q2 | $208K | Buy |
+7,314
| New | +$207K | ﹤0.01% | 2588 |
|
Other funds holding HEFA
CCM
PCIG
DWM
Fidelity Investments's HEFA Position: Q1 2026 in Review
Fidelity Investments increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.8% in Q1 2026, buying an estimated $102K and bringing the position to 64,291 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2536.
Fidelity Investments first reported a position in HEFA in Q2 2017 and has held it in 33 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.
- Fidelity Investments held 64,291 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.73M as of Q1 2026.
- Fidelity Investments bought 2,364 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $102K.
- iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2536 holding.
- Fidelity Investments first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2017 and has held it in 33 quarters since.
- 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.