Morgan Stanley
HEFA icon

Morgan Stanley’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Morgan Stanley’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 		$161M Buy
3,781,496
+151,407
+4% +$6.52M 0.01% 1080
2025
Q4 		$150M Buy
3,630,089
+404,076
+13% +$16.6M 0.01% 1123
2025
Q3 		$128M Buy
3,226,013
+92,846
+3% +$3.58M 0.01% 1214
2025
Q2 		$119M Sell
3,133,167
-922,093
-23% -$33.7M 0.01% 1184
2025
Q1 		$147M Buy
4,055,260
+1,403,967
+53% +$51.2M 0.01% 999
2024
Q4 		$92.1M Sell
2,651,293
-163,027
-6% -$5.74M 0.01% 1317
2024
Q3 		$99.7M Sell
2,814,320
-1,467,860
-34% -$51M 0.01% 1239
2024
Q2 		$152M Sell
4,282,180
-182,450
-4% -$6.4M 0.01% 923
2024
Q1 		$156M Sell
4,464,630
-956,440
-18% -$31.5M 0.01% 916
2023
Q4 		$171M Buy
5,421,070
+2,769,776
+104% +$84.4M 0.01% 1274
2023
Q3 		$79.8M Buy
2,651,294
+209,697
+9% +$6.35M 0.01% 1209
2023
Q2 		$75.7M Buy
2,441,597
+509,298
+26% +$15.4M 0.01% 1257
2023
Q1 		$56.9M Buy
1,932,299
+446,217
+30% +$12.9M 0.01% 1435
2022
Q4 		$40.1M Sell
1,486,082
-505,194
-25% -$15.5M ﹤0.01% 1685
2022
Q3 		$59.5M Buy
1,991,276
+957,195
+93% +$30.5M 0.01% 1196
2022
Q2 		$32.9M Buy
1,034,081
+177,846
+21% +$5.89M ﹤0.01% 1744
2022
Q1 		$29.1M Buy
856,235
+181,614
+27% +$6.17M ﹤0.01% 1736
2021
Q4 		$23.8M Buy
674,621
+184,763
+38% +$6.52M ﹤0.01% 1987
2021
Q3 		$16.8M Buy
489,858
+51,135
+12% +$1.78M ﹤0.01% 2271
2021
Q2 		$15.2M Buy
438,723
+12,427
+3% +$422K ﹤0.01% 2486
2021
Q1 		$14.1M Sell
426,296
-86,516
-17% -$2.76M ﹤0.01% 2294
2020
Q4 		$15.6M Sell
512,812
-50,842
-9% -$1.48M ﹤0.01% 2054
2020
Q3 		$15.5M Sell
563,654
-529,728
-48% -$14.7M ﹤0.01% 1663
2020
Q2 		$30.2M Sell
1,093,382
-1,346,463
-55% -$35.3M 0.01% 1130
2020
Q1 		$59.1M Sell
2,439,845
-652,181
-21% -$18.6M 0.02% 674
2019
Q4 		$94.4M Buy
3,092,026
+143,503
+5% +$4.38M 0.02% 636
2019
Q3 		$88.3M Buy
2,948,523
+110,322
+4% +$3.22M 0.02% 601
2019
Q2 		$84.6M Sell
2,838,201
-78,347
-3% -$2.3M 0.02% 612
2019
Q1 		$84.2M Buy
2,916,548
+6,409
+0.2% +$178K 0.02% 600
2018
Q4 		$75.1M Sell
2,910,139
-370,163
-11% -$10.3M 0.02% 642
2018
Q3 		$98.2M Sell
3,280,302
-358,888
-10% -$10.6M 0.02% 605
2018
Q2 		$108M Sell
3,639,190
-1,449,263
-28% -$43.2M 0.03% 541
2018
Q1 		$146M Sell
5,088,453
-702,388
-12% -$20.6M 0.04% 431
2017
Q4 		$172M Buy
5,790,841
+80,204
+1% +$2.38M 0.05% 397
2017
Q3 		$165M Sell
5,710,637
-1,111,049
-16% -$31.4M 0.05% 374
2017
Q2 		$194M Buy
6,821,686
+589,189
+9% +$16.7M 0.06% 338
2017
Q1 		$172M Buy
6,232,497
+1,161,329
+23% +$31.2M 0.05% 368
2016
Q4 		$132M Buy
5,071,168
+545,333
+12% +$13.8M 0.04% 439
2016
Q3 		$112M Buy
4,525,835
+521,456
+13% +$12.7M 0.04% 500
2016
Q2 		$96M Sell
4,004,379
-1,934,411
-33% -$46.5M 0.03% 515
2016
Q1 		$142M Buy
5,938,790
+137,317
+2% +$3.24M 0.05% 373
2015
Q4 		$147M Buy
5,801,473
+1,513,164
+35% +$39.3M 0.05% 370
2015
Q3 		$105M Buy
4,288,309
+487,539
+13% +$12.9M 0.04% 451
2015
Q2 		$104M Buy
3,800,770
+1,142,419
+43% +$32.4M 0.04% 496
2015
Q1 		$74.1M Buy
2,658,351
+2,548,579
+2,322% +$68.1M 0.03% 633
2014
Q4 		$2.76M Buy
+109,772
New +$2.75M ﹤0.01% 3271

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
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
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Morgan Stanley's HEFA Position: Q1 2026 in Review

Morgan Stanley increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.2% in Q1 2026, buying an estimated $6.52M and bringing the position to 3,781,496 shares worth $161M. The position accounts for 0.01% of the portfolio, ranked #1080.

Morgan Stanley first reported a position in HEFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $194M in Q2 2017. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Morgan Stanley held 3,781,496 shares of iShares Currency Hedged MSCI EAFE ETF worth $161M as of Q1 2026.
  • Morgan Stanley bought 151,407 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $6.52M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1080 holding.
  • Morgan Stanley first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
  • Morgan Stanley's iShares Currency Hedged MSCI EAFE ETF position peaked at $194M in Q2 2017.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.