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Kestra Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kestra 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
2026
Q1 		$871K Buy
20,493
+443
+2% +$19.1K 0.02% 230
2025
Q4 		$829K Buy
20,050
+429
+2% +$17.6K 0.02% 220
2025
Q3 		$777K Sell
19,621
-18,213
-48% -$702K 0.02% 223
2025
Q2 		$1.41M Buy
37,834
+19,424
+106% +$710K 0.02% 228
2025
Q1 		$668K Buy
18,410
+6,056
+49% +$221K 0.02% 229
2024
Q4 		$429K Buy
12,354
+5,046
+69% +$178K 0.02% 254
2024
Q3 		$259K Buy
+7,308
New +$254K 0.01% 289

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

Kestra Investment Management's HEFA Position: Q1 2026 in Review

Kestra Investment Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.2% in Q1 2026, buying an estimated $19.1K and bringing the position to 20,493 shares worth $871K. The position accounts for 0.02% of the portfolio, ranked #230.

Kestra Investment Management first reported a position in HEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Kestra Investment Management held 20,493 shares of iShares Currency Hedged MSCI EAFE ETF worth $871K as of Q1 2026.
  • Kestra Investment Management bought 443 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $19.1K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #230 holding.
  • Kestra Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.41M in Q2 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.