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

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 $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

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

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Franklin Resources's HEFA Position: Q1 2026 in Review

Franklin Resources sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 3,306 shares — an estimated $137K sold.

Franklin Resources first reported a position in HEFA in Q3 2015 and held it in 10 quarters. The position peaked at $3.67M in Q1 2017. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Franklin Resources reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Franklin Resources sold 3,306 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $137K.
Franklin Resources first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and held it in 10 quarters.
Franklin Resources's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.67M in Q1 2017.
434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.