OAM
HEFA icon

Oppenheimer Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Oppenheimer Asset 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
2025
Q2 		– Sell
-290,024
Closed -$10.5M – 1176
2025
Q1 		$10.5M Sell
290,024
-3,392
-1% -$124K 0.13% 183
2024
Q4 		$10.2M Buy
293,416
+5,664
+2% +$200K 0.12% 185
2024
Q3 		$10.2M Sell
287,752
-296,984
-51% -$10.3M 0.12% 192
2024
Q2 		$20.8M Buy
584,736
+54,953
+10% +$1.93M 0.27% 87
2024
Q1 		$18.5M Sell
529,783
-52,174
-9% -$1.72M 0.27% 80
2023
Q4 		$18.3M Sell
581,957
-20,036
-3% -$611K 0.26% 87
2023
Q3 		$18.1M Sell
601,993
-12,159
-2% -$368K 0.28% 76
2023
Q2 		$19M Sell
614,152
-7,631
-1% -$231K 0.28% 77
2023
Q1 		$18.3M Buy
621,783
+10,783
+2% +$311K 0.28% 81
2022
Q4 		$16.5M Sell
611,000
-24,912
-4% -$763K 0.27% 83
2022
Q3 		$19M Sell
635,912
-79
-0% -$2.52K 0.34% 70
2022
Q2 		$20.2M Buy
635,991
+359
+0.1% +$11.9K 0.34% 68
2022
Q1 		$21.6M Buy
635,632
+3,846
+0.6% +$131K 0.31% 78
2021
Q4 		$22.3M Buy
631,786
+528,081
+509% +$18.6M 0.3% 78
2021
Q3 		$3.57M Buy
103,705
+3,268
+3% +$113K 0.05% 366
2021
Q2 		$3.48M Buy
100,437
+4,799
+5% +$163K 0.05% 374
2021
Q1 		$3.15M Buy
95,638
+2,261
+2% +$72.1K 0.05% 382
2020
Q4 		$2.85M Sell
93,377
-4,760
-5% -$139K 0.05% 392
2020
Q3 		$2.7M Sell
98,137
-5,235
-5% -$145K 0.05% 367
2020
Q2 		$2.85M Buy
+103,372
New +$2.71M 0.06% 330
2017
Q3 		– Sell
-35,231
Closed -$1M – 1694
2017
Q2 		$1M Buy
+35,231
New +$996K 0.03% 578

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Oppenheimer Asset Management's HEFA Position: Q2 2025 in Review

Oppenheimer Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 290,024 shares — an estimated $10.5M sold.

Oppenheimer Asset Management first reported a position in HEFA in Q2 2017 and held it in 21 quarters. The position peaked at $22.3M in Q4 2021. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Oppenheimer Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 290,024 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $10.5M.
  • Oppenheimer Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2017 and held it in 21 quarters.
  • Oppenheimer Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $22.3M in Q4 2021.
  • 458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Oppenheimer Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.