Global Retirement Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.1M | Buy |
+215,141
| New | +$9.68M | 0.15% | 128 |
|
|
2025
Q4 | $9.31M | Buy |
224,995
+40,152
| +22% | +$1.65M | 0.17% | 121 |
|
|
2025
Q3 | $7.32M | Buy |
184,843
+12,516
| +7% | +$482K | 0.16% | 114 |
|
|
2025
Q2 | $6.54M | Buy |
+172,327
| New | +$6.3M | 0.16% | 119 |
|
|
2024
Q4 | $5.87M | Buy |
168,971
+3,764
| +2% | +$133K | 0.17% | 117 |
|
|
2024
Q3 | $5.85M | Buy |
165,207
+14,165
| +9% | +$492K | 0.18% | 112 |
|
|
2024
Q2 | $5.37M | Buy |
151,042
+11,514
| +8% | +$404K | 0.17% | 123 |
|
|
2024
Q1 | $4.87M | Buy |
139,528
+34,190
| +32% | +$1.13M | 0.18% | 118 |
|
|
2023
Q4 | $3.33M | Buy |
+105,338
| New | +$3.21M | 0.14% | 151 |
|
|
2023
Q3 | – | Sell |
-478
| Closed | -$14.8K | – | 3292 |
|
|
2023
Q2 | $14.8K | Hold |
478
| – | – | ﹤0.01% | 1809 |
|
|
2023
Q1 | $14.3K | Hold |
478
| – | – | ﹤0.01% | 1782 |
|
|
2022
Q4 | $12.9K | Hold |
478
| – | – | ﹤0.01% | 1679 |
|
|
2022
Q3 | $15K | Hold |
478
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q2 | $15K | Hold |
478
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q1 | $16K | Hold |
478
| – | – | ﹤0.01% | 1436 |
|
|
2021
Q4 | $17K | Sell |
478
-1,650
| -78% | -$58.3K | 0.01% | 126 |
|
|
2021
Q3 | $73K | Buy |
2,128
+19
| +0.9% | +$660 | 0.01% | 743 |
|
|
2021
Q2 | $73K | Hold |
2,109
| – | – | 0.01% | 724 |
|
|
2021
Q1 | $70K | Buy |
2,109
+12
| +0.6% | +$382 | 0.01% | 664 |
|
|
2020
Q4 | $64K | Sell |
2,097
-100
| -5% | -$2.92K | 0.01% | 658 |
|
|
2020
Q3 | $61K | Buy |
2,197
+18
| +0.8% | +$499 | 0.01% | 590 |
|
|
2020
Q2 | $60K | Buy |
2,179
+125
| +6% | +$3.27K | 0.01% | 596 |
|
|
2020
Q1 | $50K | Buy |
2,054
+292
| +17% | +$8.31K | 0.01% | 563 |
|
|
2019
Q4 | $54K | Buy |
1,762
+86
| +5% | +$2.62K | 0.01% | 624 |
|
|
2019
Q3 | $50K | Sell |
1,676
-2,920
| -64% | -$85.2K | 0.01% | 630 |
|
|
2019
Q2 | $137K | Sell |
4,596
-307
| -6% | -$9.02K | 0.03% | 405 |
|
|
2019
Q1 | $142K | Buy |
4,903
+762
| +18% | +$21.2K | 0.03% | 349 |
|
|
2018
Q4 | $107K | Buy |
4,141
+12
| +0.3% | +$334 | 0.03% | 374 |
|
|
2018
Q3 | $124K | Sell |
4,129
-1,120
| -21% | -$33.1K | 0.03% | 362 |
|
|
2018
Q2 | $155K | Sell |
5,249
-692
| -12% | -$20.6K | 0.04% | 318 |
|
|
2018
Q1 | $171K | Sell |
5,941
-59
| -1% | -$1.73K | 0.05% | 300 |
|
|
2017
Q4 | $178K | Buy |
6,000
+825
| +16% | +$24.5K | 0.05% | 271 |
|
|
2017
Q3 | $150K | Buy |
5,175
+621
| +14% | +$17.6K | 0.06% | 269 |
|
|
2017
Q2 | $129K | Buy |
4,554
+2,770
| +155% | +$78.3K | 0.06% | 268 |
|
|
2017
Q1 | $49K | Buy |
+1,784
| New | +$48K | 0.03% | 384 |
|
Other funds holding HEFA
CCM
DWM
QWP
Global Retirement Partners's HEFA Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 215,141 shares worth $10.1M. The stake represents 0.15% of the portfolio and ranks #128 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HEFA as recently as Q4 2025.
Global Retirement Partners first reported a position in HEFA in Q1 2017 and has held it in 35 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.
- Global Retirement Partners held 215,141 shares of iShares Currency Hedged MSCI EAFE ETF worth $10.1M as of Q2 2026.
- iShares Currency Hedged MSCI EAFE ETF was a new Global Retirement Partners position in Q2 2026.
- iShares Currency Hedged MSCI EAFE ETF made up 0.15% of Global Retirement Partners's portfolio in Q2 2026, its #128 holding.
- Global Retirement Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and has held it in 35 quarters since.
- 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.