Oversea-Chinese Banking Corp (OCBC)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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	$1.69M	Sell	36,086 -1,652	-4%	-$74.3K	0.04%	216
2026 Q1	$1.6M	Hold	37,738	–	–	0.04%	188
2025 Q4	$1.56M	Hold	37,738	–	–	0.04%	175
2025 Q3	$1.49M	Hold	37,738	–	–	0.04%	187
2025 Q2	$1.43M	Hold	37,738	–	–	0.04%	185
2025 Q1	$1.37M	Sell	37,738 -7,062	-16%	-$257K	0.04%	202
2024 Q4	$1.56M	Sell	44,800 -10,178	-19%	-$359K	0.04%	193
2024 Q3	$1.95M	Sell	54,978 -9,088	-14%	-$316K	0.05%	177
2024 Q2	$2.28M	Sell	64,066 -1,356	-2%	-$47.6K	0.07%	160
2024 Q1	$2.28M	Sell	65,422 -6,776	-9%	-$223K	0.07%	161
2023 Q4	$2.27M	Hold	72,198	–	–	0.08%	135
2023 Q3	$2.17M	Hold	72,198	–	–	0.1%	140
2023 Q2	$2.24M	Sell	72,198 -7,915	-10%	-$240K	0.11%	135
2023 Q1	$2.36M	Sell	80,113 -4,313	-5%	-$125K	0.12%	119
2022 Q4	$2.28M	Buy	+84,426	New	+$2.59M	0.13%	116

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s HEFA Position: Q2 2026 in Review

Oversea-Chinese Banking Corp (OCBC) reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.4% in Q2 2026, selling an estimated $74.3K and leaving 36,086 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #216.

Oversea-Chinese Banking Corp (OCBC) first reported a position in HEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.36M in Q1 2023. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Oversea-Chinese Banking Corp (OCBC) held 36,086 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.69M as of Q2 2026.
Oversea-Chinese Banking Corp (OCBC) sold 1,652 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $74.3K.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Oversea-Chinese Banking Corp (OCBC)'s portfolio in Q2 2026, its #216 holding.
Oversea-Chinese Banking Corp (OCBC) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Oversea-Chinese Banking Corp (OCBC)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $2.36M in Q1 2023.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2026, filed 11 Aug 2026.