UBS Group
HEFA icon

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

UBS Group’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 		$25.9M Buy
551,360
+40,979
+8% +$1.84M ﹤0.01% 2420
2026
Q1 		$21.7M Sell
510,381
-494,960
-49% -$21.3M ﹤0.01% 2506
2025
Q4 		$41.6M Sell
1,005,341
-15,548
-2% -$637K 0.01% 1815
2025
Q3 		$40.4M Buy
1,020,889
+17,714
+2% +$683K 0.01% 1841
2025
Q2 		$38.1M Sell
1,003,175
-196,261
-16% -$7.17M 0.01% 1763
2025
Q1 		$43.5M Buy
1,199,436
+722,157
+151% +$26.3M 0.01% 1610
2024
Q4 		$16.6M Sell
477,279
-90,013
-16% -$3.17M ﹤0.01% 2531
2024
Q3 		$20.1M Sell
567,292
-211,919
-27% -$7.37M ﹤0.01% 1823
2024
Q2 		$27.7M Buy
779,211
+201,309
+35% +$7.06M 0.01% 1425
2024
Q1 		$20.2M Buy
577,902
+144,467
+33% +$4.76M 0.01% 1682
2023
Q4 		$13.7M Sell
433,435
-17,313
-4% -$528K ﹤0.01% 1856
2023
Q3 		$13.6M Buy
450,748
+3,497
+0.8% +$106K ﹤0.01% 1753
2023
Q2 		$13.9M Buy
447,251
+11,282
+3% +$342K ﹤0.01% 1737
2023
Q1 		$12.8M Sell
435,969
-12,122
-3% -$350K ﹤0.01% 1711
2022
Q4 		$12.1M Sell
448,091
-36,138
-7% -$1.11M ﹤0.01% 1778
2022
Q3 		$14.5M Buy
484,229
+227,219
+88% +$7.24M 0.01% 1495
2022
Q2 		$8.18M Buy
257,010
+22,723
+10% +$753K ﹤0.01% 1965
2022
Q1 		$7.95M Sell
234,287
-30,185
-11% -$1.03M ﹤0.01% 2126
2021
Q4 		$9.34M Buy
264,472
+23,959
+10% +$846K ﹤0.01% 2199
2021
Q3 		$8.27M Buy
240,513
+73,518
+44% +$2.55M ﹤0.01% 2197
2021
Q2 		$5.79M Sell
166,995
-9,310
-5% -$316K ﹤0.01% 2535
2021
Q1 		$5.81M Sell
176,305
-65,231
-27% -$2.08M ﹤0.01% 2448
2020
Q4 		$7.36M Sell
241,536
-68,838
-22% -$2.01M ﹤0.01% 2104
2020
Q3 		$8.55M Sell
310,374
-616,399
-67% -$17.1M ﹤0.01% 1748
2020
Q2 		$25.6M Sell
926,773
-23,415
-2% -$613K 0.01% 949
2020
Q1 		$23M Sell
950,188
-390,553
-29% -$11.1M 0.01% 913
2019
Q4 		$40.9M Buy
1,340,741
+46,258
+4% +$1.41M 0.01% 885
2019
Q3 		$38.8M Buy
1,294,483
+50,128
+4% +$1.46M 0.01% 822
2019
Q2 		$37.1M Sell
1,244,355
-146,154
-11% -$4.29M 0.01% 829
2019
Q1 		$40.1M Buy
1,390,509
+37,926
+3% +$1.05M 0.02% 752
2018
Q4 		$34.9M Sell
1,352,583
-502,276
-27% -$14M 0.02% 778
2018
Q3 		$55.5M Buy
1,854,859
+20,540
+1% +$606K 0.02% 622
2018
Q2 		$54.3M Sell
1,834,319
-627,788
-25% -$18.7M 0.02% 618
2018
Q1 		$70.7M Sell
2,462,107
-650,494
-21% -$19.1M 0.03% 495
2017
Q4 		$92.4M Buy
3,112,601
+753,485
+32% +$22.4M 0.04% 433
2017
Q3 		$68.3M Sell
2,359,116
-468,515
-17% -$13.2M 0.03% 486
2017
Q2 		$80.4M Buy
2,827,631
+384,173
+16% +$10.9M 0.04% 407
2017
Q1 		$67.2M Buy
2,443,458
+265,460
+12% +$7.14M 0.04% 448
2016
Q4 		$56.9M Buy
2,177,998
+535,585
+33% +$13.6M 0.03% 487
2016
Q3 		$40.7M Buy
1,642,413
+309,165
+23% +$7.54M 0.02% 602
2016
Q2 		$32M Sell
1,333,248
-221,349
-14% -$5.32M 0.02% 684
2016
Q1 		$37.1M Sell
1,554,597
-9,768
-0.6% -$230K 0.02% 579
2015
Q4 		$39.7M Buy
1,564,365
+534,091
+52% +$13.9M 0.03% 592
2015
Q3 		$25.3M Sell
1,030,274
-365,854
-26% -$9.66M 0.02% 761
2015
Q2 		$38.1M Buy
1,396,128
+657,811
+89% +$18.7M 0.03% 628
2015
Q1 		$20.6M Buy
+738,317
New +$19.7M 0.01% 942

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 Group's HEFA Position: Q2 2026 in Review

UBS Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 8% in Q2 2026, buying an estimated $1.84M and bringing the position to 551,360 shares worth $25.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

UBS Group first reported a position in HEFA in Q1 2015 and has held it in 46 quarters since. The position peaked at $92.4M in Q4 2017. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • UBS Group held 551,360 shares of iShares Currency Hedged MSCI EAFE ETF worth $25.9M as of Q2 2026.
  • UBS Group bought 40,979 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.84M.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2420 holding.
  • UBS Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and has held it in 46 quarters since.
  • UBS Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $92.4M in Q4 2017.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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