Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Northwestern Mutual Wealth Management’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 		$147M Sell
3,454,761
-97,784
-3% -$4.21M 0.09% 113
2025
Q4 		$147M Buy
3,552,545
+128,437
+4% +$5.26M 0.09% 111
2025
Q3 		$136M Buy
3,424,108
+1,533,887
+81% +$59.1M 0.09% 114
2025
Q2 		$71.8M Sell
1,890,221
-348,592
-16% -$12.7M 0.05% 181
2025
Q1 		$81.2M Buy
2,238,813
+307,832
+16% +$11.2M 0.07% 140
2024
Q4 		$67.1M Buy
1,930,981
+103,687
+6% +$3.65M 0.06% 164
2024
Q3 		$64.7M Buy
1,827,294
+93,123
+5% +$3.24M 0.06% 163
2024
Q2 		$61.7M Sell
1,734,171
-19,725
-1% -$692K 0.06% 149
2024
Q1 		$61.2M Buy
1,753,896
+43,246
+3% +$1.42M 0.06% 147
2023
Q4 		$53.9M Buy
1,710,650
+185,303
+12% +$5.65M 0.06% 157
2023
Q3 		$45.9M Sell
1,525,347
-472,150
-24% -$14.3M 0.06% 158
2023
Q2 		$61.9M Sell
1,997,497
-21,566
-1% -$653K 0.08% 124
2023
Q1 		$59.5M Buy
2,019,063
+246,354
+14% +$7.11M 0.08% 121
2022
Q4 		$47.9M Buy
1,772,709
+683,544
+63% +$20.9M 0.07% 151
2022
Q3 		$32.6M Buy
1,089,165
+54,277
+5% +$1.73M 0.06% 167
2022
Q2 		$32.9M Buy
1,034,888
+31,106
+3% +$1.03M 0.06% 163
2022
Q1 		$34.1M Buy
1,003,782
+39,448
+4% +$1.34M 0.05% 169
2021
Q4 		$34.1M Buy
964,334
+51,164
+6% +$1.81M 0.06% 154
2021
Q3 		$31.4M Buy
913,170
+48,152
+6% +$1.67M 0.06% 150
2021
Q2 		$30M Buy
865,018
+35,718
+4% +$1.21M 0.06% 151
2021
Q1 		$27.3M Buy
829,300
+25,190
+3% +$803K 0.06% 149
2020
Q4 		$24.5M Buy
804,110
+36,756
+5% +$1.07M 0.06% 141
2020
Q3 		$21.1M Buy
767,354
+67,985
+10% +$1.89M 0.06% 136
2020
Q2 		$19.3M Buy
699,369
+368,206
+111% +$9.64M 0.06% 133
2020
Q1 		$8.02M Buy
331,163
+286,552
+642% +$8.15M 0.03% 205
2019
Q4 		$1.36M Buy
44,611
+29,854
+202% +$911K ﹤0.01% 459
2019
Q3 		$442K Hold
14,757
– – ﹤0.01% 666
2019
Q2 		$440K Sell
14,757
-1,936
-12% -$56.9K ﹤0.01% 667
2019
Q1 		$482K Sell
16,693
-3,848
-19% -$107K ﹤0.01% 635
2018
Q4 		$530K Buy
20,541
+5,946
+41% +$165K ﹤0.01% 550
2018
Q3 		$437K Buy
14,595
+848
+6% +$25K ﹤0.01% 601
2018
Q2 		$407K Hold
13,747
– – ﹤0.01% 581
2018
Q1 		$395K Buy
13,747
+4,516
+49% +$133K ﹤0.01% 560
2017
Q4 		$274K Buy
9,231
+5,620
+156% +$167K ﹤0.01% 636
2017
Q3 		$105K Buy
3,611
+1,598
+79% +$45.2K ﹤0.01% 871
2017
Q2 		$57K Buy
2,013
+1,031
+105% +$29.2K ﹤0.01% 1044
2017
Q1 		$27K Buy
982
+104
+12% +$2.8K ﹤0.01% 1218
2016
Q4 		$23K Buy
+878
New +$22.3K ﹤0.01% 1305
2016
Q3 		– Sell
-433
Closed -$10K – 740
2016
Q2 		$10K Sell
433
-4,410
-91% -$106K ﹤0.01% 1368
2016
Q1 		$116K Sell
4,843
-246
-5% -$5.8K ﹤0.01% 661
2015
Q4 		$129K Buy
+5,089
New +$132K ﹤0.01% 586

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

Northwestern Mutual Wealth Management's HEFA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.8% in Q1 2026, selling an estimated $4.21M and leaving 3,454,761 shares worth $147M. The position accounts for 0.09% of the portfolio, ranked #113.

Northwestern Mutual Wealth Management first reported a position in HEFA in Q4 2015 and has held it in 41 quarters since. The position peaked at $147M in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Northwestern Mutual Wealth Management held 3,454,761 shares of iShares Currency Hedged MSCI EAFE ETF worth $147M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 97,784 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $4.21M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.09% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and has held it in 41 quarters since.
  • Northwestern Mutual Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $147M in Q4 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.