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

Mather 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
Q2 		$187K Hold
3,982
– – ﹤0.01% 784
2026
Q1 		$169K Buy
+3,982
New +$172K ﹤0.01% 772
2025
Q4 		– Sell
-3,982
Closed -$158K – 1062
2025
Q3 		$158K Buy
+3,982
New +$153K ﹤0.01% 679
2025
Q2 		– Sell
-15,184
Closed -$551K – 1072
2025
Q1 		$551K Buy
15,184
+2,761
+22% +$101K 0.01% 361
2024
Q4 		$432K Buy
12,423
+123
+1% +$4.33K 0.01% 394
2024
Q3 		$436K Sell
12,300
-4,188
-25% -$146K 0.01% 397
2024
Q2 		$575K Buy
16,488
+12,506
+314% +$439K 0.01% 386
2024
Q1 		$125K Buy
+3,982
New +$131K ﹤0.01% 643

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

Mather Group's HEFA Position: Q2 2026 in Review

Mather Group held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 3,982 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Mather Group first reported a position in HEFA in Q1 2024 and has held it in 8 quarters since. The position peaked at $575K in Q2 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Mather Group held 3,982 shares of iShares Currency Hedged MSCI EAFE ETF worth $187K as of Q2 2026.
  • Mather Group left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #784 holding.
  • Mather Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $575K in Q2 2024.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.