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TFB Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

TFB Advisors’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
-5,020
Closed -$208K – 238
2025
Q4 		$208K Sell
5,020
-30
-0.6% -$1.23K 0.06% 297
2025
Q3 		$203K Buy
+5,050
New +$195K 0.06% 303

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TFB Advisors's HEFA Position: Q1 2026 in Review

TFB Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 5,020 shares — an estimated $208K sold.

TFB Advisors first reported a position in HEFA in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • TFB Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 5,020 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $208K.
  • TFB Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and held it in 2 quarters.
  • TFB Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $208K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.