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Franklin Resources’s
iShares Currency Hedged MSCI EAFE ETF
HEFA
Stock Holding History
Franklin Resources’s Portfolio
HEFA Stock Details
HEFA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-3,306
Closed
-$137K
–
3221
2025
Q4
$137K
Hold
3,306
–
–
﹤0.01%
2865
2025
Q3
$131K
Hold
3,306
–
–
﹤0.01%
2903
2025
Q2
$125K
Buy
+3,306
New
+$121K
﹤0.01%
2830
2017
Q2
–
Sell
-133,300
Closed
-$3.67M
–
1515
2017
Q1
$3.67M
Hold
133,300
–
–
﹤0.01%
1153
2016
Q4
$3.48M
Hold
133,300
–
–
﹤0.01%
1147
2016
Q3
$3.31M
Hold
133,300
–
–
﹤0.01%
1177
2016
Q2
$3.2M
Hold
133,300
–
–
﹤0.01%
1179
2016
Q1
$3.18M
Hold
133,300
–
–
﹤0.01%
1175
2015
Q4
$3.39M
Hold
133,300
–
–
﹤0.01%
1205
2015
Q3
$3.28M
Buy
+133,300
New
+$3.52M
﹤0.01%
1213
Other funds holding HEFA
Goldman Sachs
New York
$761B 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
$431B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
$376B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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