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McIlrath & Eck’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

McIlrath & Eck’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 		$16.5K Hold
389
– – ﹤0.01% 887
2025
Q4 		$16.1K Buy
+389
New +$15.9K ﹤0.01% 566

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

McIlrath & Eck's HEFA Position: Q1 2026 in Review

McIlrath & Eck held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 389 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

McIlrath & Eck first reported a position in HEFA in Q4 2025 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • McIlrath & Eck held 389 shares of iShares Currency Hedged MSCI EAFE ETF worth $16.5K as of Q1 2026.
  • McIlrath & Eck left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #887 holding.
  • McIlrath & Eck first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.