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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
Q2 		$239K Sell
5,091
-15
-0.3% -$675 ﹤0.01% 1581
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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oppenheimer & Co's HEFA Position: Q2 2026 in Review

Oppenheimer & Co reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.29% in Q2 2026, selling an estimated $675 and leaving 5,091 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Oppenheimer & Co first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $282K in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Oppenheimer & Co held 5,091 shares of iShares Currency Hedged MSCI EAFE ETF worth $239K as of Q2 2026.
  • Oppenheimer & Co sold 15 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $675.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1581 holding.
  • Oppenheimer & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
  • Oppenheimer & Co's iShares Currency Hedged MSCI EAFE ETF position peaked at $282K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.