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Jordan Park Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Jordan Park Group’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 		$42.3M Sell
995,388
-11,245
-1% -$484K 2.25% 13
2025
Q4 		$41.6M Sell
1,006,633
-37,763
-4% -$1.55M 2.41% 10
2025
Q3 		$41.4M Buy
1,044,396
+255,233
+32% +$9.84M 2.36% 10
2025
Q2 		$30M Sell
789,163
-252,827
-24% -$9.24M 1.94% 9
2025
Q1 		$37.8M Sell
1,041,990
-109,548
-10% -$3.99M 2.75% 7
2024
Q4 		$40M Buy
1,151,538
+86,958
+8% +$3.06M 2.96% 8
2024
Q3 		$37.7M Sell
1,064,580
-11,502
-1% -$400K 2.57% 9
2024
Q2 		$38.3M Sell
1,076,082
-2,515
-0.2% -$88.3K 2.93% 10
2024
Q1 		$37.6M Sell
1,078,597
-129,562
-11% -$4.27M 2.39% 11
2023
Q4 		$38.1M Sell
1,208,159
-115,475
-9% -$3.52M 2.62% 10
2023
Q3 		$39.8M Sell
1,323,634
-34,659
-3% -$1.05M 2.86% 10
2023
Q2 		$42.1M Buy
1,358,293
+455,242
+50% +$13.8M 2.77% 10
2023
Q1 		$26.6M Buy
903,051
+224,725
+33% +$6.49M 1.74% 15
2022
Q4 		$18.3M Sell
678,326
-1,959,609
-74% -$60M 1.43% 13
2022
Q3 		$78.8M Sell
2,637,935
-186,760
-7% -$5.95M 6.11% 7
2022
Q2 		$89.9M Buy
2,824,695
+2,503,415
+779% +$83M 8.77% 4
2022
Q1 		$10.9M Buy
321,280
+21,065
+7% +$716K 0.97% 11
2021
Q4 		$10.6M Buy
300,215
+67,356
+29% +$2.38M 0.76% 15
2021
Q3 		$8.01M Buy
+232,859
New +$8.08M 0.37% 22
2019
Q4 		– Sell
-16,657
Closed -$499K – 45
2019
Q3 		$499K Sell
16,657
-1,713
-9% -$50K 0.04% 28
2019
Q2 		$548K Hold
18,370
– – 0.05% 30
2019
Q1 		$530K Sell
18,370
-1,425
-7% -$39.6K 0.05% 20
2018
Q4 		$511K Sell
19,795
-65,137
-77% -$1.81M 0.08% 21
2018
Q3 		$2.54M Buy
84,932
+33,373
+65% +$985K 0.42% 13
2018
Q2 		$1.53M Buy
51,559
+34,095
+195% +$1.02M 0.23% 13
2018
Q1 		$502K Buy
+17,464
New +$513K 0.12% 14

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

Jordan Park Group's HEFA Position: Q1 2026 in Review

Jordan Park Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.1% in Q1 2026, selling an estimated $484K and leaving 995,388 shares worth $42.3M. The position accounts for 2.25% of the portfolio, ranked #13.

Jordan Park Group first reported a position in HEFA in Q1 2018 and has held it in 26 quarters since. The position peaked at $89.9M in Q2 2022. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Jordan Park Group held 995,388 shares of iShares Currency Hedged MSCI EAFE ETF worth $42.3M as of Q1 2026.
  • Jordan Park Group sold 11,245 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $484K.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.25% of Jordan Park Group's portfolio in Q1 2026, its #13 holding.
  • Jordan Park Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and has held it in 26 quarters since.
  • Jordan Park Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $89.9M in Q2 2022.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.