Raymond James Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Raymond James Financial’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	$39.8M	Buy	937,602 +61,412	+7%	+$2.65M	0.01%	1000
2025 Q4	$36.2M	Sell	876,190 -437,240	-33%	-$17.9M	0.01%	1024
2025 Q3	$52M	Sell	1,313,430 -95,222	-7%	-$3.67M	0.02%	781
2025 Q2	$53.5M	Sell	1,408,652 -37,801	-3%	-$1.38M	0.02%	727
2025 Q1	$52.5M	Buy	1,446,453 +503,043	+53%	+$18.3M	0.02%	698
2024 Q4	$32.8M	Buy	+943,410	New	+$33.2M	0.01%	973

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial's HEFA Position: Q1 2026 in Review

Raymond James Financial increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7% in Q1 2026, buying an estimated $2.65M and bringing the position to 937,602 shares worth $39.8M. The position accounts for 0.01% of the portfolio, ranked #1000.

Raymond James Financial first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.5M in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Raymond James Financial held 937,602 shares of iShares Currency Hedged MSCI EAFE ETF worth $39.8M as of Q1 2026.
Raymond James Financial bought 61,412 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $2.65M.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1000 holding.
Raymond James Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $53.5M in Q2 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.