MGIA
HEFA icon

Moneta Group Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Moneta Group Investment 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 		– Sell
-11,631
Closed -$481K – 831
2025
Q4 		$481K Buy
11,631
+3,076
+36% +$126K ﹤0.01% 509
2025
Q3 		$339K Buy
+8,555
New +$330K ﹤0.01% 591

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

Moneta Group Investment Advisors's HEFA Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 11,631 shares — an estimated $481K sold.

Moneta Group Investment Advisors first reported a position in HEFA in Q3 2025 and held it in 2 quarters. The position peaked at $481K in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 11,631 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $481K.
  • Moneta Group Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and held it in 2 quarters.
  • Moneta Group Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $481K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.