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

SB 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
2025 Q4	$1.84M	Buy	+44,393	New	+$1.82M	0.67%	32

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

SB Capital Management's HEFA Position: Q4 2025 in Review

SB Capital Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025: 44,393 shares worth $1.84M. The stake represents 0.67% of the portfolio and ranks #32 among its holdings.

428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

SB Capital Management held 44,393 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.84M as of Q4 2025.
iShares Currency Hedged MSCI EAFE ETF was a new SB Capital Management position in Q4 2025.
iShares Currency Hedged MSCI EAFE ETF made up 0.67% of SB Capital Management's portfolio in Q4 2025, its #32 holding.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.