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

Thoroughbred Financial Services’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 		$4.3M Buy
101,277
+4,068
+4% +$175K 0.26% 86
2025
Q4 		$4.02M Sell
97,209
-2,868
-3% -$118K 0.24% 88
2025
Q3 		$3.96M Buy
100,077
+7,709
+8% +$297K 0.24% 91
2025
Q2 		$3.51M Buy
92,368
+12,671
+16% +$463K 0.25% 86
2025
Q1 		$2.89M Buy
79,697
+26,732
+50% +$974K 0.18% 119
2024
Q4 		$1.84M Buy
52,965
+9,537
+22% +$336K 0.11% 172
2024
Q3 		$1.54M Buy
43,428
+10,045
+30% +$349K 0.1% 191
2024
Q2 		$1.19M Buy
33,383
+20,034
+150% +$703K 0.08% 230
2024
Q1 		$465K Buy
13,349
+6,573
+97% +$216K 0.04% 298
2023
Q4 		$213K Buy
+6,776
New +$207K 0.02% 557

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

Thoroughbred Financial Services's HEFA Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.2% in Q1 2026, buying an estimated $175K and bringing the position to 101,277 shares worth $4.3M. The position accounts for 0.26% of the portfolio, ranked #86.

Thoroughbred Financial Services first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Thoroughbred Financial Services held 101,277 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.3M as of Q1 2026.
  • Thoroughbred Financial Services bought 4,068 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $175K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.26% of Thoroughbred Financial Services's portfolio in Q1 2026, its #86 holding.
  • Thoroughbred Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

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