Truist Financial
HEFA icon

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

Truist Financial’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
Q2 		$10.4M Buy
220,668
+53,701
+32% +$2.42M 0.01% 637
2026
Q1 		$7.1M Buy
166,967
+79,310
+90% +$3.42M 0.01% 719
2025
Q4 		$3.63M Buy
87,657
+2,559
+3% +$105K ﹤0.01% 994
2025
Q3 		$3.37M Buy
85,098
+9,335
+12% +$360K ﹤0.01% 1084
2025
Q2 		$2.88M Sell
75,763
-110,401
-59% -$4.04M ﹤0.01% 1108
2025
Q1 		$6.76M Buy
186,164
+148,472
+394% +$5.41M 0.01% 703
2024
Q4 		$1.31M Sell
37,692
-1,172
-3% -$41.3K ﹤0.01% 1426
2024
Q3 		$1.38M Sell
38,864
-99,325
-72% -$3.45M ﹤0.01% 1392
2024
Q2 		$4.91M Sell
138,189
-57,429
-29% -$2.02M 0.01% 868
2024
Q1 		$6.82M Buy
195,618
+188,884
+2,805% +$6.22M 0.01% 763
2023
Q4 		$212K Buy
+6,734
New +$205K ﹤0.01% 2476
2022
Q4 		– Sell
-259,082
Closed -$7.74M – 2629
2022
Q3 		$7.74M Sell
259,082
-59,600
-19% -$1.9M 0.01% 648
2022
Q2 		$10.1M Buy
+318,682
New +$10.6M 0.02% 565
2020
Q1 		– Sell
-7,383
Closed -$226K – 2462
2019
Q4 		$226K Buy
+7,383
New +$225K ﹤0.01% 2301
2019
Q3 		– Sell
-7,780
Closed -$232K – 783
2019
Q2 		$232K Buy
+7,780
New +$229K ﹤0.01% 730
2018
Q4 		– Sell
-7,245
Closed -$217K – 769
2018
Q3 		$217K Sell
7,245
-802
-10% -$23.7K ﹤0.01% 736
2018
Q2 		$238K Buy
8,047
+802
+11% +$23.9K ﹤0.01% 708
2018
Q1 		$208K Buy
+7,245
New +$213K ﹤0.01% 719

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Truist Financial's HEFA Position: Q2 2026 in Review

Truist Financial increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 32% in Q2 2026, buying an estimated $2.42M and bringing the position to 220,668 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #637.

Truist Financial first reported a position in HEFA in Q1 2018 and has held it in 18 quarters since. 203 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Truist Financial held 220,668 shares of iShares Currency Hedged MSCI EAFE ETF worth $10.4M as of Q2 2026.
  • Truist Financial bought 53,701 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $2.42M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #637 holding.
  • Truist Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and has held it in 18 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.