First Hawaiian Bank’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

First Hawaiian Bank’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	–	Sell	-6,655	Closed	-$242K	–	96
2025 Q1	$242K	Hold	6,655	–	–	0.04%	82
2024 Q4	$231K	Hold	6,655	–	–	0.01%	792
2024 Q3	$236K	Sell	6,655 -7,296	-52%	-$254K	0.01%	792
2024 Q2	$496K	Sell	13,951 -6,882	-33%	-$242K	0.02%	568
2024 Q1	$727K	Sell	20,833 -1,566	-7%	-$51.6K	0.02%	497
2023 Q4	$706K	Sell	22,399 -134	-0.6%	-$4.08K	0.02%	489
2023 Q3	$678K	Sell	22,533 -2,533	-10%	-$76.7K	0.02%	485
2023 Q2	$777K	Sell	25,066 -955	-4%	-$28.9K	0.03%	461
2023 Q1	$767K	Sell	26,021 -30,583	-54%	-$883K	0.03%	449
2022 Q4	$1.53M	Buy	56,604 +18,108	+47%	+$555K	0.06%	266
2022 Q3	$1.15M	Sell	38,496 -229	-0.6%	-$7.3K	0.04%	296
2022 Q2	$1.23M	Sell	38,725 -422	-1%	-$14K	0.04%	297
2022 Q1	$1.33M	Sell	39,147 -549	-1%	-$18.7K	0.04%	299
2021 Q4	$1.4M	Sell	39,696 -8,565	-18%	-$302K	0.04%	310
2021 Q3	$1.66M	Sell	48,261 -4,489	-9%	-$156K	0.07%	188
2021 Q2	$1.83M	Sell	52,750 -11,594	-18%	-$394K	0.08%	170
2021 Q1	$2.12M	Sell	64,344 -66,832	-51%	-$2.13M	0.09%	153
2020 Q4	$4M	Sell	131,176 -148,508	-53%	-$4.33M	0.18%	70
2020 Q3	$7.7M	Sell	279,684 -338,444	-55%	-$9.38M	0.39%	32
2020 Q2	$17.1M	Sell	618,128 -1,432,662	-70%	-$37.5M	0.9%	14
2020 Q1	$49.6M	Buy	2,050,790 +67,365	+3%	+$1.92M	3.02%	4
2019 Q4	$60.5M	Buy	1,983,425 +78,444	+4%	+$2.39M	2.9%	4
2019 Q3	$57M	Buy	1,904,981 +105,486	+6%	+$3.08M	2.94%	4
2019 Q2	$53.7M	Buy	1,799,495 +11,252	+0.6%	+$331K	2.87%	4
2019 Q1	$51.6M	Buy	1,788,243 +4,237	+0.2%	+$118K	2.77%	4
2018 Q4	$46M	Buy	1,784,006 +190,385	+12%	+$5.29M	2.76%	4
2018 Q3	$47.7M	Buy	1,593,621 +38,218	+2%	+$1.13M	2.49%	5
2018 Q2	$46M	Buy	1,555,403 +132,357	+9%	+$3.95M	5.84%	4
2018 Q1	$40.9M	Buy	1,423,046 +133,661	+10%	+$3.93M	5.25%	5
2017 Q4	$38.3M	Buy	1,289,385 +185,810	+17%	+$5.51M	4.85%	6
2017 Q3	$31.9M	Buy	1,103,575 +312,190	+39%	+$8.82M	4.21%	8
2017 Q2	$22.5M	Buy	791,385 +731,410	+1,220%	+$20.7M	3.21%	9
2017 Q1	$1.65M	Buy	59,975 +563	+0.9%	+$15.1K	0.25%	33
2016 Q4	$1.55M	Hold	59,412	–	–	0.25%	32
2016 Q3	$1.47M	Buy	59,412 +1,217	+2%	+$29.7K	0.25%	32
2016 Q2	$1.4M	Buy	58,195 +508	+0.9%	+$12.2K	0.24%	32
2016 Q1	$1.38M	Buy	57,687 +600	+1%	+$14.1K	0.24%	29
2015 Q4	$1.45M	Buy	+57,087	New	+$1.48M	0.25%	29

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 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

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

First Hawaiian Bank's HEFA Position: Q2 2025 in Review

First Hawaiian Bank sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 6,655 shares — an estimated $242K sold.

First Hawaiian Bank first reported a position in HEFA in Q4 2015 and held it in 38 quarters. The position peaked at $60.5M in Q4 2019. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

First Hawaiian Bank reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
First Hawaiian Bank sold 6,655 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $242K.
First Hawaiian Bank first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and held it in 38 quarters.
First Hawaiian Bank's iShares Currency Hedged MSCI EAFE ETF position peaked at $60.5M in Q4 2019.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on First Hawaiian Bank's 13F filing for Q2 2025, filed 3 Jul 2025.