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Weaver Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Weaver Capital Management’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 		$9.03M Sell
212,575
-6,436
-3% -$277K 1.96% 10
2025
Q4 		$9.06M Sell
219,011
-4,356
-2% -$179K 1.91% 12
2025
Q3 		$8.85M Sell
223,367
-182,556
-45% -$7.04M 1.91% 13
2025
Q2 		$15.4M Sell
405,923
-1,226
-0.3% -$44.8K 3.76% 4
2025
Q1 		$14.8M Buy
407,149
+297,470
+271% +$10.8M 3.91% 4
2024
Q4 		$3.81M Buy
+109,679
New +$3.86M 1.06% 19

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

Weaver Capital Management's HEFA Position: Q1 2026 in Review

Weaver Capital Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.9% in Q1 2026, selling an estimated $277K and leaving 212,575 shares worth $9.03M. The position accounts for 1.96% of the portfolio, ranked #10.

Weaver Capital Management first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.4M in Q2 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Weaver Capital Management held 212,575 shares of iShares Currency Hedged MSCI EAFE ETF worth $9.03M as of Q1 2026.
  • Weaver Capital Management sold 6,436 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $277K.
  • iShares Currency Hedged MSCI EAFE ETF made up 1.96% of Weaver Capital Management's portfolio in Q1 2026, its #10 holding.
  • Weaver Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Weaver Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $15.4M in Q2 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.