MCM
HEFA icon

MAI Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

MAI Capital 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 		$3.37M Buy
79,228
+2,733
+4% +$118K 0.02% 487
2025
Q4 		$3.16M Buy
76,495
+1,440
+2% +$59K 0.02% 489
2025
Q3 		$2.97M Buy
75,055
+7,693
+11% +$297K 0.02% 461
2025
Q2 		$2.56M Buy
67,362
+3,604
+6% +$132K 0.02% 444
2025
Q1 		$2.31M Buy
63,758
+226
+0.4% +$8.24K 0.02% 456
2024
Q4 		$2.21M Buy
63,532
+1,897
+3% +$66.8K 0.02% 467
2024
Q3 		$2.18M Buy
61,635
+5,833
+10% +$203K 0.02% 383
2024
Q2 		$1.98M Sell
55,802
-2,683
-5% -$94.2K 0.02% 409
2024
Q1 		$2.04M Buy
58,485
+44,562
+320% +$1.47M 0.02% 400
2023
Q4 		$439K Buy
13,923
+939
+7% +$28.6K 0.01% 746
2023
Q3 		$391K Buy
+12,984
New +$393K 0.01% 714

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B 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 $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return