Mariner
HEFA icon

Mariner’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Mariner’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
Q2 		$9.59M Sell
204,354
-677,064
-77% -$30.5M 0.01% 756
2026
Q1 		$37.5M Sell
881,418
-108,043
-11% -$4.65M 0.04% 320
2025
Q4 		$40.9M Buy
989,461
+38,218
+4% +$1.57M 0.05% 294
2025
Q3 		$37.7M Buy
951,243
+88,983
+10% +$3.43M 0.05% 290
2025
Q2 		$32.7M Buy
862,260
+289,980
+51% +$10.6M 0.05% 305
2025
Q1 		$20.8M Buy
572,280
+100,889
+21% +$3.68M 0.03% 369
2024
Q4 		$16.4M Buy
471,391
+12,313
+3% +$434K 0.03% 412
2024
Q3 		$16.3M Buy
459,078
+252,926
+123% +$8.79M 0.03% 405
2024
Q2 		$7.33M Buy
206,152
+5,353
+3% +$188K 0.01% 599
2024
Q1 		$7M Buy
200,799
+70,165
+54% +$2.31M 0.01% 616
2023
Q4 		$4.12M Buy
130,634
+25,612
+24% +$781K 0.01% 760
2023
Q3 		$3.16M Buy
105,022
+18,624
+22% +$564K 0.01% 799
2023
Q2 		$2.68M Buy
86,398
+28,727
+50% +$870K 0.01% 859
2023
Q1 		$1.7M Buy
57,671
+3,081
+6% +$89K ﹤0.01% 1030
2022
Q4 		$1.47M Sell
54,590
-6,134
-10% -$188K ﹤0.01% 1052
2022
Q3 		$1.81M Buy
60,724
+33,824
+126% +$1.08M 0.01% 818
2022
Q2 		$856K Buy
26,900
+337
+1% +$11.2K ﹤0.01% 957
2022
Q1 		$902K Buy
26,563
+5,114
+24% +$174K ﹤0.01% 968
2021
Q4 		$758K Buy
21,449
+46
+0.2% +$1.62K ﹤0.01% 908
2021
Q3 		$736K Buy
+21,403
New +$743K ﹤0.01% 772
2016
Q4 		– Sell
-303
Closed -$8K – 661
2016
Q3 		$8K Buy
+303
New +$7.39K ﹤0.01% 742

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner's HEFA Position: Q2 2026 in Review

Mariner reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 77% in Q2 2026, selling an estimated $30.5M and leaving 204,354 shares worth $9.59M. The position accounts for 0.01% of the portfolio, ranked #756.

Mariner first reported a position in HEFA in Q3 2016 and has held it in 21 quarters since. The position peaked at $40.9M in Q4 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Mariner held 204,354 shares of iShares Currency Hedged MSCI EAFE ETF worth $9.59M as of Q2 2026.
  • Mariner sold 677,064 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $30.5M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #756 holding.
  • Mariner first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and has held it in 21 quarters since.
  • Mariner's iShares Currency Hedged MSCI EAFE ETF position peaked at $40.9M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.