HI
HEFA icon

Harbour Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Harbour Investments’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 		$3.15M Sell
67,150
-1,424
-2% -$64.1K 0.04% 399
2026
Q1 		$2.91M Buy
68,574
+67,982
+11,483% +$2.93M 0.05% 386
2025
Q4 		$24.5K Sell
592
-1,328
-69% -$54.4K ﹤0.01% 2329
2025
Q3 		$76K Sell
1,920
-387
-17% -$14.9K ﹤0.01% 1692
2025
Q2 		$87.6K Sell
2,307
-4,492
-66% -$164K ﹤0.01% 1567
2025
Q1 		$247K Buy
6,799
+4,301
+172% +$157K 0.01% 1003
2024
Q4 		$86.8K Buy
2,498
+37
+2% +$1.3K ﹤0.01% 1433
2024
Q3 		$87.2K Sell
2,461
-19,222
-89% -$668K ﹤0.01% 1395
2024
Q2 		$771K Sell
21,683
-6,962
-24% -$244K 0.03% 490
2024
Q1 		$999K Buy
28,645
+28,487
+18,030% +$938K 0.04% 415
2023
Q4 		$4.98K Buy
158
+155
+5,167% +$4.72K ﹤0.01% 2408
2023
Q3 		$90 Hold
3
– – ﹤0.01% 2933
2023
Q2 		$93 Sell
3
-111
-97% -$3.36K ﹤0.01% 2952
2023
Q1 		$3.36K Hold
114
– – ﹤0.01% 2420
2022
Q4 		$3.08K Sell
114
-8,921
-99% -$273K ﹤0.01% 2396
2022
Q3 		$287K Hold
9,035
– – 0.02% 569
2022
Q2 		$287K Buy
+9,035
New +$299K 0.02% 569
2021
Q4 		$4K Sell
114
-800
-88% -$28.2K ﹤0.01% 2234
2021
Q3 		$31K Sell
914
-81
-8% -$2.81K ﹤0.01% 2049
2021
Q2 		$34K Buy
995
+800
+410% +$27.2K ﹤0.01% 2023
2021
Q1 		$6K Buy
+195
New +$6.22K ﹤0.01% 2835

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbour Investments's HEFA Position: Q2 2026 in Review

Harbour Investments reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.1% in Q2 2026, selling an estimated $64.1K and leaving 67,150 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #399.

Harbour Investments first reported a position in HEFA in Q1 2021 and has held it in 21 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Harbour Investments held 67,150 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.15M as of Q2 2026.
  • Harbour Investments sold 1,424 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $64.1K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Harbour Investments's portfolio in Q2 2026, its #399 holding.
  • Harbour Investments first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.