National Bank of Canada
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National Bank of Canada’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

National Bank of Canada’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 		$1.47M Buy
34,680
+1,123
+3% +$48.4K ﹤0.01% 1158
2025
Q4 		$1.39M Buy
33,557
+539
+2% +$22.1K ﹤0.01% 1136
2025
Q3 		$1.31M Buy
33,018
+2,097
+7% +$80.8K ﹤0.01% 1166
2025
Q2 		$1.17M Sell
30,921
-280
-0.9% -$10.2K ﹤0.01% 1246
2025
Q1 		$1.13M Buy
31,201
+693
+2% +$25.3K ﹤0.01% 1174
2024
Q4 		$1.06M Buy
30,508
+1,487
+5% +$52.4K ﹤0.01% 1298
2024
Q3 		$1.03M Buy
29,021
+19
+0.1% +$660 ﹤0.01% 1101
2024
Q2 		$1.03M Sell
29,002
-804
-3% -$28.2K ﹤0.01% 1051
2024
Q1 		$1.06M Buy
29,806
+24
+0.1% +$790 ﹤0.01% 1126
2023
Q4 		$938K Sell
29,782
-2,431
-8% -$74.1K ﹤0.01% 1164
2023
Q3 		$963K Sell
32,213
-342
-1% -$10.3K ﹤0.01% 1209
2023
Q2 		$1.01M Sell
32,555
-1,055
-3% -$31.9K ﹤0.01% 1145
2023
Q1 		$990K Buy
33,610
+1,229
+4% +$35.5K ﹤0.01% 1061
2022
Q4 		$874K Sell
32,381
-2,499
-7% -$76.5K ﹤0.01% 1122
2022
Q3 		$1.04M Buy
34,880
+52
+0.1% +$1.66K 0.01% 964
2022
Q2 		$1.11M Sell
34,828
-1,357
-4% -$45K 0.01% 987
2022
Q1 		$1.23M Buy
36,185
+1,812
+5% +$61.6K ﹤0.01% 1029
2021
Q4 		$1.21M Buy
+34,373
New +$1.21M ﹤0.01% 987

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 $424B AUM 22.94% 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

National Bank of Canada's HEFA Position: Q1 2026 in Review

National Bank of Canada increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.3% in Q1 2026, buying an estimated $48.4K and bringing the position to 34,680 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

National Bank of Canada first reported a position in HEFA in Q4 2021 and has held it in 18 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • National Bank of Canada held 34,680 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.47M as of Q1 2026.
  • National Bank of Canada bought 1,123 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $48.4K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1158 holding.
  • National Bank of Canada first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.