Hirtle Callaghan & Co’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Hirtle Callaghan & Co’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	$1.67M	Buy	35,627 +11,428	+47%	+$514K	0.06%	54
2026 Q1	$1.03M	Hold	24,199	–	–	0.04%	61
2025 Q4	$1M	Buy	+24,199	New	+$992K	0.03%	64
2016 Q3	–	Sell	-463,364	Closed	-$11.1M	–	195
2016 Q2	$11.1M	Buy	+463,364	New	+$11.1M	2.06%	6

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

Hirtle Callaghan & Co's HEFA Position: Q2 2026 in Review

Hirtle Callaghan & Co increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 47% in Q2 2026, buying an estimated $514K and bringing the position to 35,627 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #54.

Hirtle Callaghan & Co first reported a position in HEFA in Q2 2016 and has held it in 4 quarters since. The position peaked at $11.1M in Q2 2016. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Hirtle Callaghan & Co held 35,627 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.67M as of Q2 2026.
Hirtle Callaghan & Co bought 11,428 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $514K.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #54 holding.
Hirtle Callaghan & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2016 and has held it in 4 quarters since.
Hirtle Callaghan & Co's iShares Currency Hedged MSCI EAFE ETF position peaked at $11.1M in Q2 2016.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.