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

Mutual 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 		$3.94M Sell
92,689
-2,991
-3% -$129K 0.08% 230
2025
Q4 		$3.96M Sell
95,680
-22,090
-19% -$905K 0.08% 228
2025
Q3 		$4.81M Sell
117,770
-22,968
-16% -$885K 0.11% 188
2025
Q2 		$5.39M Buy
140,738
+10,992
+8% +$402K 0.13% 157
2025
Q1 		$4.65M Sell
129,746
-3,230
-2% -$118K 0.13% 157
2024
Q4 		$4.69M Buy
132,976
+2,662
+2% +$93.8K 0.14% 149
2024
Q3 		$4.58M Buy
130,314
+23,403
+22% +$813K 0.13% 145
2024
Q2 		$3.72M Buy
106,911
+33,200
+45% +$1.17M 0.11% 173
2024
Q1 		$2.57M Buy
73,711
+61,482
+503% +$2.02M 0.08% 223
2023
Q4 		$385K Buy
12,229
+2,244
+22% +$68.4K 0.01% 736
2023
Q3 		$301K Buy
9,985
+2,681
+37% +$81.1K 0.01% 774
2023
Q2 		$226K Buy
+7,304
New +$221K 0.01% 905

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

Mutual Advisors's HEFA Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.1% in Q1 2026, selling an estimated $129K and leaving 92,689 shares worth $3.94M. The position accounts for 0.08% of the portfolio, ranked #230.

Mutual Advisors first reported a position in HEFA in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.39M in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Mutual Advisors held 92,689 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.94M as of Q1 2026.
  • Mutual Advisors sold 2,991 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $129K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.08% of Mutual Advisors's portfolio in Q1 2026, its #230 holding.
  • Mutual Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
  • Mutual Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.39M in Q2 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.