HighTower Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

HighTower 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 Q2	$2.98M	Sell	63,490 -1,086	-2%	-$48.9K	﹤0.01%	1541
2026 Q1	$2.74M	Sell	64,576 -4,843	-7%	-$209K	﹤0.01%	1536
2025 Q4	$2.87M	Sell	69,419 -7,504	-10%	-$308K	﹤0.01%	1486
2025 Q3	$3.05M	Sell	76,923 -15,180	-16%	-$585K	﹤0.01%	1398
2025 Q2	$3.5M	Sell	92,103 -90,032	-49%	-$3.29M	﹤0.01%	1265
2025 Q1	$6.61M	Buy	182,135 +21,516	+13%	+$784K	0.01%	934
2024 Q4	$5.58M	Sell	160,619 -968	-0.6%	-$34.1K	0.01%	1006
2024 Q3	$5.73M	Sell	161,587 -23,673	-13%	-$823K	0.01%	976
2024 Q2	$6.55M	Buy	185,260 +74,540	+67%	+$2.62M	0.01%	897
2024 Q1	$3.85M	Buy	110,720 +35,700	+48%	+$1.18M	0.01%	1076
2023 Q4	$2.36M	Sell	75,020 -20,466	-21%	-$624K	﹤0.01%	1349
2023 Q3	$2.88M	Buy	95,486 +34,102	+56%	+$1.03M	0.01%	1178
2023 Q2	$1.9M	Sell	61,384 -6,017	-9%	-$182K	﹤0.01%	1384
2023 Q1	$1.99M	Sell	67,401 -3,401	-5%	-$98.2K	﹤0.01%	1286
2022 Q4	$1.91M	Sell	70,802 -16,041	-18%	-$491K	﹤0.01%	1314
2022 Q3	$2.6M	Sell	86,843 -2,556	-3%	-$81.5K	0.01%	1087
2022 Q2	$2.84M	Sell	89,399 -23,750	-21%	-$787K	0.01%	1064
2022 Q1	$3.84M	Sell	113,149 -7,851	-6%	-$267K	0.01%	1025
2021 Q4	$4.28M	Sell	121,000 -3,579	-3%	-$126K	0.01%	984
2021 Q3	$4.28M	Sell	124,579 -2,810	-2%	-$97.6K	0.01%	895
2021 Q2	$4.41M	Sell	127,389 -29,822	-19%	-$1.01M	0.01%	858
2021 Q1	$5.18M	Sell	157,211 -7,087	-4%	-$226K	0.02%	723
2020 Q4	$5M	Buy	164,298 +97,092	+144%	+$2.83M	0.02%	595
2020 Q3	$1.85M	Buy	67,206 +377	+0.6%	+$10.5K	0.01%	910
2020 Q2	$1.85M	Buy	66,829 +7,900	+13%	+$207K	0.01%	836
2020 Q1	$1.43M	Sell	58,929 -15,650	-21%	-$445K	0.01%	871
2019 Q4	$2.27M	Sell	74,579 -5,106	-6%	-$156K	0.01%	808
2019 Q3	$2.39M	Buy	79,685 +7,728	+11%	+$226K	0.01%	833
2019 Q2	$2.15M	Buy	71,957 +12,498	+21%	+$367K	0.01%	868
2019 Q1	$1.72M	Sell	59,459 -6,801	-10%	-$189K	0.01%	914
2018 Q4	$1.71M	Buy	66,260 +6,910	+12%	+$192K	0.01%	828
2018 Q3	$1.78M	Sell	59,350 -4,209	-7%	-$124K	0.01%	881
2018 Q2	$1.88M	Sell	63,559 -42,822	-40%	-$1.28M	0.01%	863
2018 Q1	$3.06M	Sell	106,381 -36,618	-26%	-$1.08M	0.03%	653
2017 Q4	$4.24M	Sell	142,999 -8,365	-6%	-$248K	0.03%	542
2017 Q3	$4.38M	Buy	151,364 +8,593	+6%	+$243K	0.04%	508
2017 Q2	$4.06M	Buy	142,771 +103,214	+261%	+$2.92M	0.04%	534
2017 Q1	$1.09M	Buy	39,557 +26,118	+194%	+$702K	0.01%	992
2016 Q4	$350K	Sell	13,439 -74	-0.5%	-$1.88K	﹤0.01%	1401
2016 Q3	$335K	Sell	13,513 -9,893	-42%	-$241K	﹤0.01%	1400
2016 Q2	$563K	Sell	23,406 -149,376	-86%	-$3.59M	0.01%	1098
2016 Q1	$4.13M	Sell	172,782 -15,087	-8%	-$356K	0.01%	456
2015 Q4	$4.76M	Buy	187,869 +57,774	+44%	+$1.5M	0.06%	361
2015 Q3	$3.2M	Buy	+130,095	New	+$3.44M	0.04%	450

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

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

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors's HEFA Position: Q2 2026 in Review

HighTower Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.7% in Q2 2026, selling an estimated $48.9K and leaving 63,490 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

HighTower Advisors first reported a position in HEFA in Q3 2015 and has held it in 44 quarters since. The position peaked at $6.61M in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

HighTower Advisors held 63,490 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.98M as of Q2 2026.
HighTower Advisors sold 1,086 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $48.9K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1541 holding.
HighTower Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and has held it in 44 quarters since.
HighTower Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.61M in Q1 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.