Quantinno Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Quantinno Capital 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
2026 Q2	$347K	Sell	7,402 -488	-6%	-$22K	﹤0.01%	3151
2026 Q1	$335K	Sell	7,890 -2,179	-22%	-$93.9K	﹤0.01%	2974
2025 Q4	$416K	Sell	10,069 -3,758	-27%	-$154K	﹤0.01%	2600
2025 Q3	$548K	Buy	13,827 +2,383	+21%	+$91.8K	﹤0.01%	1940
2025 Q2	$434K	Sell	11,444 -35	-0.3%	-$1.28K	﹤0.01%	1750
2025 Q1	$417K	Sell	11,479 -44	-0.4%	-$1.6K	﹤0.01%	1462
2024 Q4	$400K	Buy	11,523 +488	+4%	+$17.2K	﹤0.01%	1290
2024 Q3	$391K	Buy	+11,035	New	+$384K	0.01%	1189

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 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

DWM

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

QWP

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

Quantinno Capital Management's HEFA Position: Q2 2026 in Review

Quantinno Capital Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.2% in Q2 2026, selling an estimated $22K and leaving 7,402 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Quantinno Capital Management first reported a position in HEFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $548K in Q3 2025. 452 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Quantinno Capital Management held 7,402 shares of iShares Currency Hedged MSCI EAFE ETF worth $347K as of Q2 2026.
Quantinno Capital Management sold 488 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $22K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #3151 holding.
Quantinno Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Quantinno Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $548K in Q3 2025.
452 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.