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Glass Jacobson Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Glass Jacobson Investment Advisors’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 		$380K Sell
8,952
-230
-3% -$9.91K 0.13% 136
2025
Q4 		$380K Sell
9,182
-24
-0.3% -$983 0.14% 133
2025
Q3 		$365K Sell
9,206
-2,932
-24% -$113K 0.13% 136
2025
Q2 		$461K Buy
12,138
+771
+7% +$28.2K 0.18% 119
2025
Q1 		$395K Hold
11,367
– – 0.13% 171
2024
Q4 		$395K Buy
11,367
+6,501
+134% +$229K 0.13% 171
2024
Q3 		$172K Buy
4,866
+4,358
+858% +$151K 0.06% 234
2024
Q2 		$18.1K Buy
508
+248
+95% +$8.7K 0.01% 496
2024
Q1 		$9.07K Buy
+260
New +$8.56K ﹤0.01% 568

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Glass Jacobson Investment Advisors's HEFA Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.5% in Q1 2026, selling an estimated $9.91K and leaving 8,952 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #136.

Glass Jacobson Investment Advisors first reported a position in HEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $461K in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Glass Jacobson Investment Advisors held 8,952 shares of iShares Currency Hedged MSCI EAFE ETF worth $380K as of Q1 2026.
  • Glass Jacobson Investment Advisors sold 230 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $9.91K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.13% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #136 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
  • Glass Jacobson Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $461K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.