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

First Interstate 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
2026 Q2	$6.11M	Sell	130,124 -7,416	-5%	-$334K	0.32%	38
2026 Q1	$5.84M	Sell	137,540 -1,288,461	-90%	-$55.5M	0.33%	39
2025 Q4	$59M	Sell	1,426,001 -8,507	-0.6%	-$349K	3.17%	12
2025 Q3	$56.8M	Sell	1,434,508 -18,833	-1%	-$726K	3.14%	12
2025 Q2	$55.2M	Sell	1,453,341 -1,036,391	-42%	-$37.9M	3.24%	11
2025 Q1	$90.4M	Sell	2,489,732 -22,888	-0.9%	-$834K	5.39%	7
2024 Q4	$87.3M	Buy	2,512,620 +3,664	+0.1%	+$129K	5.29%	5
2024 Q3	$88.9M	Buy	2,508,956 +48,829	+2%	+$1.7M	5.4%	5
2024 Q2	$87.5M	Buy	2,460,127 +93,650	+4%	+$3.29M	5.81%	5
2024 Q1	$82.5M	Buy	2,366,477 +589,164	+33%	+$19.4M	5.72%	6
2023 Q4	$56M	Buy	1,777,313 +402,257	+29%	+$12.3M	4.15%	6
2023 Q3	$41.4M	Buy	1,375,056 +40,668	+3%	+$1.23M	3.57%	8
2023 Q2	$41.4M	Buy	1,334,388 +171,047	+15%	+$5.18M	3.42%	8
2023 Q1	$34.3M	Buy	1,163,341 +1,041,839	+857%	+$30.1M	2.62%	9
2022 Q4	$3.28M	Buy	121,502 +92,807	+323%	+$2.84M	0.24%	52
2022 Q3	$858K	Buy	+28,695	New	+$915K	0.07%	89

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Interstate Bank's HEFA Position: Q2 2026 in Review

First Interstate Bank reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.4% in Q2 2026, selling an estimated $334K and leaving 130,124 shares worth $6.11M. The position accounts for 0.32% of the portfolio, ranked #38.

First Interstate Bank first reported a position in HEFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $90.4M in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

First Interstate Bank held 130,124 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.11M as of Q2 2026.
First Interstate Bank sold 7,416 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $334K.
iShares Currency Hedged MSCI EAFE ETF made up 0.32% of First Interstate Bank's portfolio in Q2 2026, its #38 holding.
First Interstate Bank first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
First Interstate Bank's iShares Currency Hedged MSCI EAFE ETF position peaked at $90.4M in Q1 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on First Interstate Bank's 13F filing for Q2 2026, filed 24 Jul 2026.