Stone House Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Stone House Investment 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
2026 Q1	$67.1K	Sell	1,580 -145	-8%	-$6.25K	0.01%	148
2025 Q4	$71.3K	Sell	1,725 -1,714	-50%	-$70.2K	0.01%	136
2025 Q3	$136K	Sell	3,439 -6,931	-67%	-$267K	0.02%	97
2025 Q2	$394K	Sell	10,370 -86,498	-89%	-$3.16M	0.07%	48
2025 Q1	$3.52M	Buy	96,868 +87,442	+928%	+$3.19M	0.71%	23
2024 Q4	$328K	Sell	9,426 -601	-6%	-$21.2K	0.08%	44
2024 Q3	$355K	Sell	10,027 -99,683	-91%	-$3.46M	0.07%	41
2024 Q2	$3.9M	Sell	109,710 -57,500	-34%	-$2.02M	1.01%	19
2024 Q1	$5.83M	Buy	+167,210	New	+$5.51M	1.37%	18
2017 Q4	–	Sell	-17,326	Closed	-$501K	–	39
2017 Q3	$501K	Sell	17,326 -60	-0.3%	-$1.7K	0.36%	29
2017 Q2	$494K	Buy	17,386 +484	+3%	+$13.7K	0.35%	30
2017 Q1	$465K	Sell	16,902 -40,310	-70%	-$1.08M	0.35%	29
2016 Q4	$1.49M	Buy	+57,212	New	+$1.45M	1.26%	26

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

Stone House Investment Management's HEFA Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 8.4% in Q1 2026, selling an estimated $6.25K and leaving 1,580 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #148.

Stone House Investment Management first reported a position in HEFA in Q4 2016 and has held it in 13 quarters since. The position peaked at $5.83M in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Stone House Investment Management held 1,580 shares of iShares Currency Hedged MSCI EAFE ETF worth $67.1K as of Q1 2026.
Stone House Investment Management sold 145 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $6.25K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #148 holding.
Stone House Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 13 quarters since.
Stone House Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.83M in Q1 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.