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HEFA icon

Sunbelt Securities’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sunbelt Securities’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 		$51.3K Hold
1,206
– – ﹤0.01% 1014
2025
Q4 		$49.9K Sell
1,206
-738
-38% -$30.2K ﹤0.01% 996
2025
Q3 		$77K Buy
1,944
+1,907
+5,154% +$73.5K 0.01% 898
2025
Q2 		$1.29K Sell
37
-87
-70% -$3.18K ﹤0.01% 1639
2025
Q1 		$4.5K Buy
124
+87
+235% +$3.17K ﹤0.01% 1440
2024
Q4 		$1.28K Hold
37
– – ﹤0.01% 1643
2024
Q3 		$1.31K Buy
+37
New +$1.29K ﹤0.01% 1657
2023
Q3 		– Sell
-276
Closed -$8.56K – 1792
2023
Q2 		$8.56K Buy
+276
New +$8.36K ﹤0.01% 1218
2020
Q3 		– Sell
-61,539
Closed -$1.7M – 333
2020
Q2 		$1.7M Sell
61,539
-17,835
-22% -$467K 0.58% 43
2020
Q1 		$1.92M Buy
79,374
+61,535
+345% +$1.75M 0.08% 98
2019
Q4 		$544K Buy
17,839
+74
+0.4% +$2.26K 0.06% 297
2019
Q3 		$532K Buy
+17,765
New +$519K 0.06% 287

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

Sunbelt Securities's HEFA Position: Q1 2026 in Review

Sunbelt Securities held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 1,206 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Sunbelt Securities first reported a position in HEFA in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.92M in Q1 2020. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Sunbelt Securities held 1,206 shares of iShares Currency Hedged MSCI EAFE ETF worth $51.3K as of Q1 2026.
  • Sunbelt Securities left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1014 holding.
  • Sunbelt Securities first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2019 and has held it in 12 quarters since.
  • Sunbelt Securities's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.92M in Q1 2020.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.