Janney Montgomery Scott
HEFA icon

Janney Montgomery Scott’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Janney Montgomery Scott’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 		$3.31M Sell
77,945
-1,121
-1% -$48.3K 0.01% 1034
2025
Q4 		$3.27M Buy
79,066
+489
+0.6% +$20K 0.01% 1102
2025
Q3 		$3.11M Buy
+78,577
New +$3.03M 0.01% 1107
2025
Q1 		– Sell
-107,114
Closed -$3.72M – 2748
2024
Q4 		$3.72M Sell
107,114
-2,261
-2% -$79.6K 0.01% 884
2024
Q3 		$3.87M Sell
109,375
-751,942
-87% -$26.1M 0.01% 844
2024
Q2 		$30.6M Sell
861,317
-479,404
-36% -$16.8M 0.09% 214
2024
Q1 		$46.8M Buy
1,340,721
+1,225,766
+1,066% +$40.4M 0.14% 150
2023
Q4 		$3.62M Sell
114,955
-6,313
-5% -$192K 0.01% 852
2023
Q3 		$3.65M Buy
121,268
+84,423
+229% +$2.55M 0.01% 783
2023
Q2 		$1.14M Buy
36,845
+28,629
+348% +$867K ﹤0.01% 1346
2023
Q1 		$242K Sell
8,216
-2,926
-26% -$84.5K ﹤0.01% 2174
2022
Q4 		$301K Sell
11,142
-397,333
-97% -$12.2M ﹤0.01% 2125
2022
Q3 		$12.2M Sell
408,475
-71,964
-15% -$2.29M 0.05% 326
2022
Q2 		$15.3M Buy
480,439
+445,850
+1,289% +$14.8M 0.07% 265
2022
Q1 		$1.17M Buy
34,589
+656
+2% +$22.3K 0.01% 1164
2021
Q4 		$1.2M Buy
33,933
+22,935
+209% +$810K ﹤0.01% 1226
2021
Q3 		$378K Sell
10,998
-357
-3% -$12.4K ﹤0.01% 1830
2021
Q2 		$393K Sell
11,355
-14,176
-56% -$481K ﹤0.01% 1780
2021
Q1 		$842K Buy
25,531
+2,895
+13% +$92.3K ﹤0.01% 1285
2020
Q4 		$690K Sell
22,636
-434
-2% -$12.7K ﹤0.01% 1380
2020
Q3 		$635K Sell
23,070
-2,833
-11% -$78.6K ﹤0.01% 1315
2020
Q2 		$715K Sell
25,903
-6,306
-20% -$165K ﹤0.01% 1201
2020
Q1 		$780K Sell
32,209
-1,085
-3% -$30.9K 0.01% 1035
2019
Q4 		$1.02M Sell
33,294
-577
-2% -$17.6K 0.01% 1077
2019
Q3 		$1.01M Sell
33,871
-5,733
-14% -$167K 0.01% 1033
2019
Q2 		$1.18M Sell
39,604
-14,366
-27% -$422K 0.01% 966
2019
Q1 		$1.56M Buy
53,970
+1,247
+2% +$34.7K 0.01% 822
2018
Q4 		$1.36M Sell
52,723
-17,267
-25% -$480K 0.01% 784
2018
Q3 		$2.1M Sell
69,990
-20,963
-23% -$619K 0.02% 680
2018
Q2 		$2.69M Sell
90,953
-1,019,563
-92% -$30.4M 0.03% 566
2018
Q1 		$31.9M Sell
1,110,516
-145,540
-12% -$4.28M 0.32% 76
2017
Q4 		$37.3M Buy
1,256,056
+280,310
+29% +$8.32M 0.39% 63
2017
Q3 		$28.2M Sell
975,746
-502,446
-34% -$14.2M 0.32% 77
2017
Q2 		$42M Buy
1,478,192
+613,993
+71% +$17.4M 0.52% 35
2017
Q1 		$23.8M Buy
864,199
+388,326
+82% +$10.4M 0.32% 72
2016
Q4 		$12.4M Sell
475,873
-113,399
-19% -$2.87M 0.19% 125
2016
Q3 		$14.6M Buy
+589,272
New +$14.4M 0.26% 88
2016
Q2 		– Sell
-170,396
Closed -$4.07M – 906
2016
Q1 		$4.07M Buy
170,396
+130,970
+332% +$3.09M 0.11% 199
2015
Q4 		$1M Buy
39,426
+28,114
+249% +$731K 0.03% 552
2015
Q3 		$278K Buy
+11,312
New +$299K 0.01% 1092

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

Janney Montgomery Scott's HEFA Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.4% in Q1 2026, selling an estimated $48.3K and leaving 77,945 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #1034.

Janney Montgomery Scott first reported a position in HEFA in Q3 2015 and has held it in 40 quarters since. The position peaked at $46.8M in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Janney Montgomery Scott held 77,945 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.31M as of Q1 2026.
  • Janney Montgomery Scott sold 1,121 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $48.3K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1034 holding.
  • Janney Montgomery Scott first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and has held it in 40 quarters since.
  • Janney Montgomery Scott's iShares Currency Hedged MSCI EAFE ETF position peaked at $46.8M in Q1 2024.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.