UBS AM
HEFA icon

UBS AM’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

UBS AM’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 		$147K Sell
3,122
-5,880
-65% -$265K ﹤0.01% 2771
2026
Q1 		$383K Buy
9,002
+7,713
+598% +$332K ﹤0.01% 2610
2025
Q4 		$53.3K Buy
+1,289
New +$52.8K ﹤0.01% 2608
2019
Q4 		– Sell
-1,302
Closed -$39K – 2648
2019
Q3 		$39K Sell
1,302
-56
-4% -$1.64K ﹤0.01% 2736
2019
Q2 		$40.5K Sell
1,358
-318
-19% -$9.34K ﹤0.01% 2705
2019
Q1 		$48.4K Sell
1,676
-3,166
-65% -$88K ﹤0.01% 2613
2018
Q4 		$125K Sell
4,842
-89
-2% -$2.48K ﹤0.01% 2494
2018
Q3 		$148K Buy
4,931
+366
+8% +$10.8K ﹤0.01% 2498
2018
Q2 		$135K Sell
4,565
-9
-0.2% -$268 ﹤0.01% 2539
2018
Q1 		$131K Sell
4,574
-2,716
-37% -$79.8K ﹤0.01% 2439
2017
Q4 		$216K Buy
7,290
+2,572
+55% +$76.3K ﹤0.01% 2277
2017
Q3 		$137K Buy
4,718
+2,192
+87% +$62K ﹤0.01% 2329
2017
Q2 		$71.8K Buy
2,526
+2,344
+1,288% +$66.3K ﹤0.01% 2365
2017
Q1 		$5.01K Buy
+182
New +$4.89K ﹤0.01% 2418

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS AM's HEFA Position: Q2 2026 in Review

UBS AM reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 65% in Q2 2026, selling an estimated $265K and leaving 3,122 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

UBS AM first reported a position in HEFA in Q1 2017 and has held it in 14 quarters since. The position peaked at $383K in Q1 2026. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • UBS AM held 3,122 shares of iShares Currency Hedged MSCI EAFE ETF worth $147K as of Q2 2026.
  • UBS AM sold 5,880 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $265K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2771 holding.
  • UBS AM first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and has held it in 14 quarters since.
  • UBS AM's iShares Currency Hedged MSCI EAFE ETF position peaked at $383K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.