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Oppenheimer & Co’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Oppenheimer & Co’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 		$217K Sell
5,106
-62
-1% -$2.67K ﹤0.01% 1538
2025
Q4 		$214K Sell
5,168
-1,187
-19% -$48.6K ﹤0.01% 1409
2025
Q3 		$252K Sell
6,355
-392
-6% -$15.1K ﹤0.01% 1454
2025
Q2 		$256K Sell
6,747
-85
-1% -$3.11K ﹤0.01% 1412
2025
Q1 		$248K Buy
6,832
+459
+7% +$16.7K ﹤0.01% 1360
2024
Q4 		$221K Buy
6,373
+230
+4% +$8.1K ﹤0.01% 1415
2024
Q3 		$218K Sell
6,143
-1,775
-22% -$61.7K ﹤0.01% 1375
2024
Q2 		$282K Buy
+7,918
New +$278K ﹤0.01% 1212

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B 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 $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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