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Jackson Hole Capital Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Jackson Hole Capital Partners’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 		$7.65K Hold
180
– – ﹤0.01% 293
2025
Q4 		$7.45K Hold
180
– – ﹤0.01% 290
2025
Q3 		$7.13K Buy
+180
New +$6.94K ﹤0.01% 285

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Jackson Hole Capital Partners's HEFA Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 180 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Jackson Hole Capital Partners first reported a position in HEFA in Q3 2025 and has held it in 3 quarters since. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Jackson Hole Capital Partners held 180 shares of iShares Currency Hedged MSCI EAFE ETF worth $7.65K as of Q1 2026.
  • Jackson Hole Capital Partners left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #293 holding.
  • Jackson Hole Capital Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.