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

Natixis 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 Q2	$957K	Buy	20,412 +4,714	+30%	+$212K	﹤0.01%	1501
2026 Q1	$667K	Buy	+15,698	New	+$676K	﹤0.01%	1472
2015 Q3	–	Sell	-11,804	Closed	-$322K	–	1007
2015 Q2	$322K	Buy	+11,804	New	+$335K	0.01%	962

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Natixis Advisors's HEFA Position: Q2 2026 in Review

Natixis Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 30% in Q2 2026, buying an estimated $212K and bringing the position to 20,412 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Natixis Advisors first reported a position in HEFA in Q2 2015 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Natixis Advisors held 20,412 shares of iShares Currency Hedged MSCI EAFE ETF worth $957K as of Q2 2026.
Natixis Advisors bought 4,714 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $212K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1501 holding.
Natixis Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and has held it in 3 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.