Stifel Financial
HEFA icon

Stifel Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Stifel Financial’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 		$5.11M Buy
120,199
+148
+0.1% +$6.38K ﹤0.01% 1340
2025
Q4 		$4.97M Buy
120,051
+1,430
+1% +$58.6K ﹤0.01% 1342
2025
Q3 		$4.7M Sell
118,621
-20,174
-15% -$778K ﹤0.01% 1343
2025
Q2 		$5.27M Sell
138,795
-252,762
-65% -$9.24M 0.01% 1224
2025
Q1 		$14.2M Buy
391,557
+268,144
+217% +$9.77M 0.02% 705
2024
Q4 		$4.29M Sell
123,413
-39,184
-24% -$1.38M ﹤0.01% 1302
2024
Q3 		$5.76M Sell
162,597
-249,963
-61% -$8.69M 0.01% 1132
2024
Q2 		$14.7M Sell
412,560
-80,933
-16% -$2.84M 0.02% 657
2024
Q1 		$17.2M Buy
493,493
+384,989
+355% +$12.7M 0.02% 611
2023
Q4 		$3.42M Buy
108,504
+38,566
+55% +$1.18M ﹤0.01% 1326
2023
Q3 		$2.11M Buy
69,938
+24,943
+55% +$755K ﹤0.01% 1562
2023
Q2 		$1.39M Buy
44,995
+20,622
+85% +$624K ﹤0.01% 1861
2023
Q1 		$718K Buy
24,373
+1,733
+8% +$50K ﹤0.01% 2297
2022
Q4 		$611K Sell
22,640
-52,883
-70% -$1.62M ﹤0.01% 2358
2022
Q3 		$2.26M Sell
75,523
-5,303
-7% -$169K ﹤0.01% 1386
2022
Q2 		$2.57M Buy
80,826
+71,589
+775% +$2.37M ﹤0.01% 1343
2022
Q1 		$314K Buy
9,237
+2,167
+31% +$73.6K ﹤0.01% 2853
2021
Q4 		$250K Buy
+7,070
New +$250K ﹤0.01% 3018
2020
Q1 		– Sell
-17,580
Closed -$537K – 2929
2019
Q4 		$537K Buy
17,580
+1,065
+6% +$32.5K ﹤0.01% 2210
2019
Q3 		$495K Sell
16,515
-220
-1% -$6.42K ﹤0.01% 2175
2019
Q2 		$499K Sell
16,735
-44,609
-73% -$1.31M ﹤0.01% 2213
2019
Q1 		$1.77M Buy
61,344
+355
+0.6% +$9.87K 0.01% 1307
2018
Q4 		$1.58M Sell
60,989
-35,712
-37% -$993K 0.01% 1278
2018
Q3 		$2.9M Buy
96,701
+27,250
+39% +$804K 0.01% 1071
2018
Q2 		$2.05M Sell
69,451
-882
-1% -$26.3K 0.01% 1198
2018
Q1 		$2.02M Sell
70,333
-22,980
-25% -$675K 0.01% 1155
2017
Q4 		$2.77M Buy
93,313
+16,239
+21% +$482K 0.01% 1000
2017
Q3 		$2.23M Sell
77,074
-5,426
-7% -$153K 0.01% 1058
2017
Q2 		$2.34M Buy
82,500
+15,980
+24% +$452K 0.01% 1025
2017
Q1 		$1.83M Buy
66,520
+53,721
+420% +$1.44M 0.01% 1117
2016
Q4 		$334K Sell
12,799
-44
-0.3% -$1.11K ﹤0.01% 1979
2016
Q3 		$320K Sell
12,843
-1,896
-13% -$46.2K ﹤0.01% 1949
2016
Q2 		$354K Hold
14,739
– – ﹤0.01% 1956
2016
Q1 		$352K Sell
14,739
-1,863
-11% -$43.9K ﹤0.01% 1749
2015
Q4 		$421K Buy
+16,602
New +$431K ﹤0.01% 1757
2015
Q3 		– Sell
-133,294
Closed -$3.64M – 2302
2015
Q2 		$3.64M Buy
+133,294
New +$3.78M 0.02% 713

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

Stifel Financial's HEFA Position: Q1 2026 in Review

Stifel Financial increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.12% in Q1 2026, buying an estimated $6.38K and bringing the position to 120,199 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Stifel Financial first reported a position in HEFA in Q2 2015 and has held it in 36 quarters since. The position peaked at $17.2M in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Stifel Financial held 120,199 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.11M as of Q1 2026.
  • Stifel Financial bought 148 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $6.38K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1340 holding.
  • Stifel Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and has held it in 36 quarters since.
  • Stifel Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $17.2M in Q1 2024.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.