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HEFA icon

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

Schoolcraft 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
Q2 		$32.8M Buy
698,847
+5,775
+0.8% +$260K 5.83% 6
2026
Q1 		$29.5M Sell
693,072
-2,578
-0.4% -$111K 5.7% 9
2025
Q4 		$28.8M Buy
695,650
+22,403
+3% +$918K 5.59% 9
2025
Q3 		$26.7M Sell
673,247
-31,454
-4% -$1.21M 5.33% 9
2025
Q2 		$26.8M Sell
704,701
-152,580
-18% -$5.58M 5.46% 9
2025
Q1 		$31.1M Sell
857,281
-3,026
-0.4% -$110K 6.11% 8
2024
Q4 		$29.9M Sell
860,307
-308
-0% -$10.8K 6.24% 7
2024
Q3 		$30.5M Sell
860,615
-2,794
-0.3% -$97.1K 6.19% 7
2024
Q2 		$30.7M Buy
863,409
+89,743
+12% +$3.15M 6.59% 6
2024
Q1 		$27M Sell
773,666
-5,389
-0.7% -$177K 6.33% 7
2023
Q4 		$24.5M Buy
779,055
+48,812
+7% +$1.49M 6.2% 7
2023
Q3 		$22M Buy
730,243
+1,643
+0.2% +$49.7K 6.2% 8
2023
Q2 		$22.6M Buy
728,600
+11,452
+2% +$347K 6.2% 8
2023
Q1 		$21.1M Buy
717,148
+2,787
+0.4% +$80.5K 6.08% 8
2022
Q4 		$19.3M Sell
714,361
-58,030
-8% -$1.78M 5.94% 8
2022
Q3 		$23.1M Buy
772,391
+26,098
+3% +$832K 7.83% 5
2022
Q2 		$23.7M Buy
746,293
+52,338
+8% +$1.73M 7.61% 6
2022
Q1 		$23.6M Sell
693,955
-155,231
-18% -$5.28M 7.25% 7
2021
Q4 		$30M Buy
849,186
+110,191
+15% +$3.89M 9.08% 3
2021
Q3 		$25.4M Buy
738,995
+63,660
+9% +$2.21M 8.53% 4
2021
Q2 		$23.4M Buy
675,335
+73,018
+12% +$2.48M 8.46% 5
2021
Q1 		$19.9M Buy
602,317
+15,479
+3% +$493K 7.93% 6
2020
Q4 		$17.9M Buy
586,838
+3,955
+0.7% +$115K 7.5% 6
2020
Q3 		$16.1M Buy
582,883
+24,369
+4% +$676K 7.55% 6
2020
Q2 		$15.4M Sell
558,514
-27,824
-5% -$729K 7.63% 6
2020
Q1 		$14.2M Buy
586,338
+44,841
+8% +$1.28M 8.63% 5
2019
Q4 		$16.5M Buy
541,497
+21,843
+4% +$666K 8.41% 4
2019
Q3 		$15.6M Buy
519,654
+24,282
+5% +$709K 8.91% 4
2019
Q2 		$14.8M Buy
495,372
+48,001
+11% +$1.41M 8.8% 3
2019
Q1 		$12.9M Buy
+447,371
New +$12.4M 8.32% 5

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schoolcraft Capital's HEFA Position: Q2 2026 in Review

Schoolcraft Capital increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.83% in Q2 2026, buying an estimated $260K and bringing the position to 698,847 shares worth $32.8M. The position accounts for 5.83% of the portfolio, ranked #6.

Schoolcraft Capital first reported a position in HEFA in Q1 2019 and has held it in 30 quarters since. 452 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Schoolcraft Capital held 698,847 shares of iShares Currency Hedged MSCI EAFE ETF worth $32.8M as of Q2 2026.
  • Schoolcraft Capital bought 5,775 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $260K.
  • iShares Currency Hedged MSCI EAFE ETF made up 5.83% of Schoolcraft Capital's portfolio in Q2 2026, its #6 holding.
  • Schoolcraft Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.