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

Savant Capital’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	$480K	Buy	11,296 +4,378	+63%	+$189K	﹤0.01%	933
2025 Q4	$286K	Buy	6,918 +1,095	+19%	+$44.9K	﹤0.01%	1080
2025 Q3	$231K	Sell	5,823 -33	-0.6%	-$1.27K	﹤0.01%	1167
2025 Q2	$222K	Buy	5,856 +64	+1%	+$2.34K	﹤0.01%	1109
2025 Q1	$210K	Sell	5,792 -1,780	-24%	-$64.9K	﹤0.01%	986
2024 Q4	$263K	Sell	7,572 -2,929	-28%	-$103K	﹤0.01%	1177
2024 Q3	$372K	Buy	+10,501	New	+$365K	﹤0.01%	1000
2020 Q1	–	Sell	-6,682	Closed	-$204K	–	397
2019 Q4	$204K	Buy	+6,682	New	+$204K	0.03%	338

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 $374B AUM 17.66% 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 $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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Savant Capital's HEFA Position: Q1 2026 in Review

Savant Capital increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 63% in Q1 2026, buying an estimated $189K and bringing the position to 11,296 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Savant Capital first reported a position in HEFA in Q4 2019 and has held it in 8 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Savant Capital held 11,296 shares of iShares Currency Hedged MSCI EAFE ETF worth $480K as of Q1 2026.
Savant Capital bought 4,378 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $189K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #933 holding.
Savant Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 8 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.