Tandem Investment Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Tandem Investment Partners’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	–	Sell	-8,900	Closed	-$368K	–	74
2025 Q4	$368K	Sell	8,900 -900	-9%	-$36.9K	0.31%	56
2025 Q3	$388K	Sell	9,800 -1,500	-13%	-$57.8K	0.32%	56
2025 Q2	$429K	Hold	11,300	–	–	0.37%	53
2025 Q1	$410K	Sell	11,300 -900	-7%	-$32.8K	0.41%	51
2024 Q4	$424K	Buy	+12,200	New	+$430K	0.41%	47

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

Tandem Investment Partners's HEFA Position: Q1 2026 in Review

Tandem Investment Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 8,900 shares — an estimated $368K sold.

Tandem Investment Partners first reported a position in HEFA in Q4 2024 and held it in 5 quarters. The position peaked at $429K in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Tandem Investment Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Tandem Investment Partners sold 8,900 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $368K.
Tandem Investment Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 5 quarters.
Tandem Investment Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $429K in Q2 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Tandem Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.