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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
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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Schoolcraft Capital's HEFA Position: Q1 2026 in Review

Schoolcraft Capital reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.37% in Q1 2026, selling an estimated $111K and leaving 693,072 shares worth $29.5M. The position accounts for 5.7% of the portfolio, ranked #9.

Schoolcraft Capital first reported a position in HEFA in Q1 2019 and has held it in 29 quarters since. The position peaked at $31.1M in Q1 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Schoolcraft Capital held 693,072 shares of iShares Currency Hedged MSCI EAFE ETF worth $29.5M as of Q1 2026.
  • Schoolcraft Capital sold 2,578 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $111K.
  • iShares Currency Hedged MSCI EAFE ETF made up 5.7% of Schoolcraft Capital's portfolio in Q1 2026, its #9 holding.
  • Schoolcraft Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
  • Schoolcraft Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $31.1M in Q1 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

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