Mercer Global Advisors
HEFA icon

Mercer Global Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Mercer Global Advisors’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 		$4.09M Buy
96,276
+17,229
+22% +$742K 0.01% 846
2025
Q4 		$3.28M Buy
79,047
+32,077
+68% +$1.31M 0.01% 888
2025
Q3 		$1.86M Buy
46,970
+29,445
+168% +$1.13M ﹤0.01% 1066
2025
Q2 		$665K Sell
17,525
-688
-4% -$25.2K ﹤0.01% 1420
2025
Q1 		$661K Sell
18,213
-992
-5% -$36.2K ﹤0.01% 1326
2024
Q4 		$667K Sell
19,205
-145
-0.7% -$5.11K ﹤0.01% 1290
2024
Q3 		$683K Buy
19,350
+255
+1% +$8.86K ﹤0.01% 1182
2024
Q2 		$679K Sell
19,095
-933
-5% -$32.7K ﹤0.01% 1141
2024
Q1 		$699K Sell
20,028
-3,106
-13% -$102K ﹤0.01% 1117
2023
Q4 		$729K Sell
23,134
-5,061
-18% -$154K ﹤0.01% 1112
2023
Q3 		$849K Buy
28,195
+1,160
+4% +$35.1K ﹤0.01% 1007
2023
Q2 		$838K Sell
27,035
-1,613
-6% -$48.8K ﹤0.01% 1007
2023
Q1 		$844K Sell
28,648
-6,054
-17% -$175K ﹤0.01% 976
2022
Q4 		$937K Sell
34,702
-14,223
-29% -$436K ﹤0.01% 945
2022
Q3 		$1.46M Sell
48,925
-24,059
-33% -$767K 0.01% 715
2022
Q2 		$2.32M Sell
72,984
-22,613
-24% -$749K 0.01% 573
2022
Q1 		$3.25M Sell
95,597
-1,739
-2% -$59.1K 0.02% 510
2021
Q4 		$3.44M Sell
97,336
-1,108
-1% -$39.1K 0.02% 468
2021
Q3 		$3.39M Sell
98,444
-3,960
-4% -$137K 0.02% 454
2021
Q2 		$3.55M Sell
102,404
-1,096
-1% -$37.2K 0.03% 407
2021
Q1 		$3.41M Sell
103,500
-425
-0.4% -$13.5K 0.03% 388
2020
Q4 		$3.17M Buy
103,925
+1,407
+1% +$41.1K 0.04% 311
2020
Q3 		$2.82M Buy
+102,518
New +$2.84M 0.04% 300
2020
Q2 		– Sell
-145,873
Closed -$3.53M – 1076
2020
Q1 		$3.53M Sell
145,873
-2,823
-2% -$80.3K 0.08% 215
2019
Q4 		$4.54M Buy
+148,696
New +$4.54M 0.09% 190

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B 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 $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $377B 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

Mercer Global Advisors's HEFA Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 22% in Q1 2026, buying an estimated $742K and bringing the position to 96,276 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #846.

Mercer Global Advisors first reported a position in HEFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.54M in Q4 2019. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Mercer Global Advisors held 96,276 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.09M as of Q1 2026.
  • Mercer Global Advisors bought 17,229 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $742K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #846 holding.
  • Mercer Global Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • Mercer Global Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.54M in Q4 2019.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.