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PAX Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

PAX Financial Group’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 		$397K Sell
9,350
-1,442
-13% -$62.1K 0.07% 137
2025
Q4 		$446K Sell
10,792
-9,154
-46% -$375K 0.08% 140
2025
Q3 		$790K Sell
19,946
-2,812
-12% -$108K 0.14% 105
2025
Q2 		$864K Sell
22,758
-61,326
-73% -$2.24M 0.17% 104
2025
Q1 		$3.05M Buy
84,084
+57,709
+219% +$2.1M 0.54% 50
2024
Q4 		$917K Sell
26,375
-1,857
-7% -$65.4K 0.16% 111
2024
Q3 		$1,000K Sell
28,232
-69,767
-71% -$2.42M 0.18% 105
2024
Q2 		$3.48M Sell
97,999
-41,979
-30% -$1.47M 0.68% 40
2024
Q1 		$4.88M Buy
139,978
+107,006
+325% +$3.52M 0.98% 28
2023
Q4 		$1.07M Sell
32,972
-274
-0.8% -$8.35K 0.22% 84
2023
Q3 		$1M Sell
33,246
-22,432
-40% -$679K 0.23% 74
2023
Q2 		$1.73M Sell
55,678
-2,794
-5% -$84.6K 0.39% 45
2023
Q1 		$1.72M Sell
58,472
-1,423
-2% -$41.1K 0.41% 44
2022
Q4 		$1.62M Buy
59,895
+12,627
+27% +$387K 0.41% 46
2022
Q3 		$1.41M Buy
47,268
+30,323
+179% +$966K 0.36% 51
2022
Q2 		$539K Buy
16,945
+2,303
+16% +$76.3K 0.14% 128
2022
Q1 		$497K Buy
14,642
+7,479
+104% +$254K 0.12% 137
2021
Q4 		$253K Buy
7,163
+978
+16% +$34.5K 0.06% 183
2021
Q3 		$213K Buy
+6,185
New +$215K 0.05% 168

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PAX Financial Group's HEFA Position: Q1 2026 in Review

PAX Financial Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 13% in Q1 2026, selling an estimated $62.1K and leaving 9,350 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #137.

PAX Financial Group first reported a position in HEFA in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.88M in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • PAX Financial Group held 9,350 shares of iShares Currency Hedged MSCI EAFE ETF worth $397K as of Q1 2026.
  • PAX Financial Group sold 1,442 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $62.1K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.07% of PAX Financial Group's portfolio in Q1 2026, its #137 holding.
  • PAX Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
  • PAX Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.88M in Q1 2024.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.