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McMorgan & Co’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

McMorgan & Co’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
2025
Q4 		– Sell
-6,850
Closed -$271K – 48
2025
Q3 		$271K Sell
6,850
-1,159,677
-99% -$44.7M 0.04% 59
2025
Q2 		$44.3M Sell
1,166,527
-15,475
-1% -$566K 6.53% 3
2025
Q1 		$42.9M Buy
1,182,002
+1,018,567
+623% +$37.1M 6.86% 3
2024
Q4 		$5.68M Buy
163,435
+3,759
+2% +$132K 0.88% 16
2024
Q3 		$5.66M Sell
159,676
-3,925
-2% -$136K 0.87% 16
2024
Q2 		$5.82M Buy
+163,601
New +$5.74M 0.92% 17

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
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
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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

McMorgan & Co's HEFA Position: Q4 2025 in Review

McMorgan & Co sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 6,850 shares — an estimated $271K sold.

McMorgan & Co first reported a position in HEFA in Q2 2024 and held it in 6 quarters. The position peaked at $44.3M in Q2 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • McMorgan & Co reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • McMorgan & Co sold 6,850 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $271K.
  • McMorgan & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 6 quarters.
  • McMorgan & Co's iShares Currency Hedged MSCI EAFE ETF position peaked at $44.3M in Q2 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on McMorgan & Co's 13F filing for Q4 2025, filed 11 Feb 2026.