HCC
HEFA icon

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
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
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

Hirtle Callaghan & Co's HEFA Position: Q1 2026 in Review

Hirtle Callaghan & Co held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 24,199 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #61.

Hirtle Callaghan & Co first reported a position in HEFA in Q2 2016 and has held it in 3 quarters since. The position peaked at $11.1M in Q2 2016. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Hirtle Callaghan & Co held 24,199 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.03M as of Q1 2026.
  • Hirtle Callaghan & Co left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #61 holding.
  • Hirtle Callaghan & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2016 and has held it in 3 quarters since.
  • Hirtle Callaghan & Co's iShares Currency Hedged MSCI EAFE ETF position peaked at $11.1M in Q2 2016.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.