Fiduciary Trust’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Fiduciary Trust’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	$4.79M	Hold	112,698	–	–	0.06%	170
2025 Q4	$4.66M	Hold	112,698	–	–	0.05%	176
2025 Q3	$4.46M	Hold	112,698	–	–	0.05%	187
2025 Q2	$4.28M	Hold	112,698	–	–	0.05%	186
2025 Q1	$4.09M	Hold	112,698	–	–	0.05%	191
2024 Q4	$3.92M	Buy	+112,698	New	+$3.97M	0.05%	188
2024 Q2	–	Sell	-7,417	Closed	-$259K	–	636
2024 Q1	$259K	Hold	7,417	–	–	﹤0.01%	584
2023 Q4	$234K	Hold	7,417	–	–	﹤0.01%	579
2023 Q3	$223K	Buy	+7,417	New	+$224K	﹤0.01%	575

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

Fiduciary Trust's HEFA Position: Q1 2026 in Review

Fiduciary Trust held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 112,698 shares worth $4.79M. The position accounts for 0.06% of the portfolio, ranked #170.

Fiduciary Trust first reported a position in HEFA in Q3 2023 and has held it in 9 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Fiduciary Trust held 112,698 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.79M as of Q1 2026.
Fiduciary Trust left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Fiduciary Trust's portfolio in Q1 2026, its #170 holding.
Fiduciary Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 9 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.