Tortoise Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $224K | Hold |
4,767
| – | – | 0.02% | 237 |
|
|
2026
Q1 | $203K | Buy |
+4,767
| New | +$205K | 0.02% | 234 |
|
|
2025
Q4 | – | Sell |
-4,767
| Closed | -$189K | – | 745 |
|
|
2025
Q3 | $189K | Hold |
4,767
| – | – | 0.02% | 233 |
|
|
2025
Q2 | $181K | Hold |
4,767
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $173K | Hold |
4,767
| – | – | 0.02% | 228 |
|
|
2024
Q4 | $166K | Hold |
4,767
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $169K | Hold |
4,767
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $169K | Hold |
4,767
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $166K | Hold |
4,767
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $150K | Hold |
4,767
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $143K | Hold |
4,767
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $148K | Hold |
4,767
| – | – | 0.02% | 236 |
|
|
2023
Q1 | $140K | Hold |
4,767
| – | – | 0.02% | 225 |
|
|
2022
Q4 | $129K | Hold |
4,767
| – | – | 0.02% | 233 |
|
|
2022
Q3 | $142K | Hold |
4,767
| – | – | 0.03% | 205 |
|
|
2022
Q2 | $152K | Hold |
4,767
| – | – | 0.03% | 193 |
|
|
2022
Q1 | $162K | Hold |
4,767
| – | – | 0.03% | 195 |
|
|
2021
Q4 | $168K | Hold |
4,767
| – | – | 0.03% | 176 |
|
|
2021
Q3 | $164K | Hold |
4,767
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $165K | Hold |
4,767
| – | – | 0.03% | 170 |
|
|
2021
Q1 | $157K | Hold |
4,767
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $145K | Hold |
4,767
| – | – | 0.03% | 166 |
|
|
2020
Q3 | $131K | Hold |
4,767
| – | – | 0.03% | 166 |
|
|
2020
Q2 | $132K | Hold |
4,767
| – | – | 0.03% | 160 |
|
|
2020
Q1 | $115K | Hold |
4,767
| – | – | 0.03% | 163 |
|
|
2019
Q4 | $145K | Hold |
4,767
| – | – | 0.03% | 165 |
|
|
2019
Q3 | $143K | Hold |
4,767
| – | – | 0.04% | 162 |
|
|
2019
Q2 | $142K | Hold |
4,767
| – | – | 0.04% | 161 |
|
|
2019
Q1 | $138K | Hold |
4,767
| – | – | 0.04% | 157 |
|
|
2018
Q4 | $123K | Hold |
4,767
| – | – | 0.03% | 162 |
|
|
2018
Q3 | $143K | Hold |
4,767
| – | – | 0.04% | 163 |
|
|
2018
Q2 | $141K | Hold |
4,767
| – | – | 0.04% | 160 |
|
|
2018
Q1 | $137K | Hold |
4,767
| – | – | 0.04% | 158 |
|
|
2017
Q4 | $142K | Hold |
4,767
| – | – | 0.04% | 157 |
|
|
2017
Q3 | $138K | Hold |
4,767
| – | – | 0.04% | 150 |
|
|
2017
Q2 | $135K | Hold |
4,767
| – | – | 0.04% | 139 |
|
|
2017
Q1 | $131K | Hold |
4,767
| – | – | 0.04% | 129 |
|
|
2016
Q4 | $125K | Buy |
+4,767
| New | +$121K | 0.04% | 130 |
|
Other funds holding HEFA
CCM
DWM
QWP
Tortoise Investment Management's HEFA Position: Q2 2026 in Review
Tortoise Investment Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 4,767 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #237.
Tortoise Investment Management first reported a position in HEFA in Q4 2016 and has held it in 38 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.
- Tortoise Investment Management held 4,767 shares of iShares Currency Hedged MSCI EAFE ETF worth $224K as of Q2 2026.
- Tortoise Investment Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
- iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #237 holding.
- Tortoise Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
- 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.