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

OneDigital Investment 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	$902K	Sell	21,222 -180,698	-89%	-$7.78M	0.01%	717
2025 Q4	$8.35M	Buy	201,920 +133	+0.1%	+$5.45K	0.08%	194
2025 Q3	$7.99M	Sell	201,787 -17,905	-8%	-$690K	0.08%	193
2025 Q2	$8.34M	Sell	219,692 -724,589	-77%	-$26.5M	0.09%	181
2025 Q1	$34.3M	Buy	944,281 +664,309	+237%	+$24.2M	0.41%	48
2024 Q4	$9.73M	Sell	279,972 -11,657	-4%	-$411K	0.11%	153
2024 Q3	$10.3M	Sell	291,629 -566,251	-66%	-$19.7M	0.12%	147
2024 Q2	$30.5M	Buy	857,880 +16,570	+2%	+$581K	0.38%	55
2024 Q1	$29.3M	Buy	841,310 +833,615	+10,833%	+$27.5M	0.46%	50
2023 Q4	$242K	Buy	7,695 +31	+0.4%	+$945	﹤0.01%	986
2023 Q3	$231K	Buy	+7,664	New	+$232K	0.01%	893

Other funds holding HEFA

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

OneDigital Investment Advisors's HEFA Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 89% in Q1 2026, selling an estimated $7.78M and leaving 21,222 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #717.

OneDigital Investment Advisors first reported a position in HEFA in Q3 2023 and has held it in 11 quarters since. The position peaked at $34.3M in Q1 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

OneDigital Investment Advisors held 21,222 shares of iShares Currency Hedged MSCI EAFE ETF worth $902K as of Q1 2026.
OneDigital Investment Advisors sold 180,698 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $7.78M.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #717 holding.
OneDigital Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
OneDigital Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $34.3M in Q1 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.