Moody Lynn & Lieberson’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Moody Lynn & Lieberson’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	$225K	Hold	5,300	–	–	0.01%	233
2025 Q4	$219K	Hold	5,300	–	–	0.01%	249
2025 Q3	$210K	Hold	5,300	–	–	0.01%	252
2025 Q2	$201K	Buy	+5,300	New	+$194K	0.01%	252
2024 Q3	–	Sell	-5,750	Closed	-$204K	–	264
2024 Q2	$204K	Hold	5,750	–	–	0.01%	230
2024 Q1	$201K	Buy	+5,750	New	+$189K	0.01%	231
2023 Q4	–	Sell	-7,000	Closed	-$211K	–	238
2023 Q3	$211K	Hold	7,000	–	–	0.02%	200
2023 Q2	$217K	Buy	+7,000	New	+$212K	0.02%	212

Other funds holding HEFA

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Moody Lynn & Lieberson's HEFA Position: Q1 2026 in Review

Moody Lynn & Lieberson held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 5,300 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #233.

Moody Lynn & Lieberson first reported a position in HEFA in Q2 2023 and has held it in 8 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Moody Lynn & Lieberson held 5,300 shares of iShares Currency Hedged MSCI EAFE ETF worth $225K as of Q1 2026.
Moody Lynn & Lieberson 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 Moody Lynn & Lieberson's portfolio in Q1 2026, its #233 holding.
Moody Lynn & Lieberson first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and has held it in 8 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.