SAG
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SageView Advisory Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

SageView Advisory 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 		– Sell
-173
Closed -$7.16K – 1357
2025
Q4 		$7.16K Buy
+173
New +$7.09K ﹤0.01% 1839
2024
Q2 		– Sell
-2,003,402
Closed -$47.4M – 605
2024
Q1 		$47.4M Buy
+2,003,402
New +$66M 2.4% 9

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

SageView Advisory Group's HEFA Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 173 shares — an estimated $7.16K sold.

SageView Advisory Group first reported a position in HEFA in Q1 2024 and held it in 2 quarters. The position peaked at $47.4M in Q1 2024. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 173 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $7.16K.
  • SageView Advisory Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $47.4M in Q1 2024.
  • 434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.