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Kayne Anderson Rudnick Investment Management’s
iShares Currency Hedged MSCI EAFE ETF
HEFA
Stock Holding History
Kayne Anderson Rudnick Investment Management’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
2025
Q4
–
Sell
-196
Closed
-$7.76K
–
1039
2025
Q3
$7.76K
Buy
196
+4
+2%
+$154
﹤0.01%
734
2025
Q2
$7.31K
Hold
192
–
–
﹤0.01%
738
2025
Q1
$7K
Hold
192
–
–
﹤0.01%
714
2024
Q4
$6.7K
Buy
192
+2
+1%
+$70
﹤0.01%
715
2024
Q3
$6.73K
Buy
190
+3
+2%
+$104
﹤0.01%
707
2024
Q2
$6.65K
Hold
187
–
–
﹤0.01%
667
2024
Q1
$6.52K
Buy
+187
New
+$6.16K
﹤0.01%
659
Other funds holding HEFA
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
CCM
Coldstream Capital Management
Bellevue, Washington
$8.12B AUM
17.95%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
QWP
Quotient Wealth Partners
Dallas, Texas
$3.8B AUM
13.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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