WMG
HEFA icon

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

WESCAP Management 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
Q1 		$14.9M Buy
350,321
+6,935
+2% +$299K 2.93% 9
2025
Q4 		$14.2M Buy
343,386
+8,968
+3% +$367K 2.88% 9
2025
Q3 		$13.2M Sell
334,418
-1,103
-0.3% -$42.5K 2.78% 9
2025
Q2 		$12.7M Buy
335,521
+11,262
+3% +$412K 2.9% 9
2025
Q1 		$11.8M Sell
324,259
-11,598
-3% -$423K 2.87% 11
2024
Q4 		$11.7M Buy
335,857
+27,817
+9% +$980K 2.83% 11
2024
Q3 		$10.9M Buy
308,040
+6,666
+2% +$232K 2.73% 11
2024
Q2 		$10.7M Buy
301,374
+1,539
+0.5% +$54K 3.03% 11
2024
Q1 		$10.5M Buy
299,835
+798
+0.3% +$26.3K 3.03% 10
2023
Q4 		$9.42M Sell
299,037
-5,881
-2% -$179K 3.04% 9
2023
Q3 		$9.18M Buy
304,918
+1,233
+0.4% +$37.3K 3.27% 8
2023
Q2 		$9.41M Sell
303,685
-11,917
-4% -$361K 3.29% 8
2023
Q1 		$9.3M Sell
315,602
-19,096
-6% -$551K 3.28% 7
2022
Q4 		$9.04M Buy
334,698
+38,187
+13% +$1.17M 3.18% 8
2022
Q3 		$8.86M Buy
296,511
+6,685
+2% +$213K 3.39% 7
2022
Q2 		$9.22M Sell
289,826
-29,742
-9% -$986K 3.15% 8
2022
Q1 		$10.8M Buy
319,568
+61,789
+24% +$2.1M 3.06% 10
2021
Q4 		$9.11M Sell
257,779
-10,042
-4% -$355K 2.51% 12
2021
Q3 		$9.21M Sell
267,821
-1,977
-0.7% -$68.6K 2.68% 12
2021
Q2 		$9.35M Sell
269,798
-5,136
-2% -$174K 2.71% 12
2021
Q1 		$9.06M Buy
274,934
+3,329
+1% +$106K 2.51% 12
2020
Q4 		$8.28M Sell
271,605
-10,490
-4% -$306K 2.48% 11
2020
Q3 		$7.77M Sell
282,095
-77,070
-21% -$2.14M 2.59% 10
2020
Q2 		$9.91M Sell
359,165
-44,863
-11% -$1.17M 3.5% 9
2020
Q1 		$9.78M Sell
404,028
-40,235
-9% -$1.14M 4.08% 8
2019
Q4 		$13.6M Sell
444,263
-4,967
-1% -$152K 5.27% 5
2019
Q3 		$13.4M Sell
449,230
-620
-0.1% -$18.1K 5.54% 5
2019
Q2 		$13.4M Sell
449,850
-6,375
-1% -$187K 5.55% 4
2019
Q1 		$13.2M Sell
456,225
-7,086
-2% -$197K 5.62% 4
2018
Q4 		$12M Buy
463,311
+13,419
+3% +$373K 5.72% 4
2018
Q3 		$13.5M Sell
449,892
-35,632
-7% -$1.05M 6.83% 3
2018
Q2 		$14.4M Sell
485,524
-2,000
-0.4% -$59.6K 6.93% 3
2018
Q1 		$14M Sell
487,524
-4,479
-0.9% -$132K 5.6% 4
2017
Q4 		$14.6M Sell
492,003
-26,651
-5% -$791K 5.76% 4
2017
Q3 		$15M Sell
518,654
-12,734
-2% -$360K 6.75% 4
2017
Q2 		$15.1M Sell
531,388
-8,703
-2% -$246K 7.12% 4
2017
Q1 		$14.9M Sell
540,091
-107,158
-17% -$2.88M 7.25% 4
2016
Q4 		$16.9M Buy
647,249
+189,874
+42% +$4.81M 8.65% 4
2016
Q3 		$11.3M Buy
457,375
+184,356
+68% +$4.49M 5.92% 4
2016
Q2 		$6.55M Buy
273,019
+51,263
+23% +$1.23M 3.23% 7
2016
Q1 		$5.29M Buy
221,756
+11,265
+5% +$266K 2.66% 9
2015
Q4 		$5.35M Buy
+210,491
New +$5.47M 2.88% 8

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

WESCAP Management Group's HEFA Position: Q1 2026 in Review

WESCAP Management Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2% in Q1 2026, buying an estimated $299K and bringing the position to 350,321 shares worth $14.9M. The position accounts for 2.93% of the portfolio, ranked #9.

WESCAP Management Group first reported a position in HEFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $16.9M in Q4 2016. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • WESCAP Management Group held 350,321 shares of iShares Currency Hedged MSCI EAFE ETF worth $14.9M as of Q1 2026.
  • WESCAP Management Group bought 6,935 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $299K.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.93% of WESCAP Management Group's portfolio in Q1 2026, its #9 holding.
  • WESCAP Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • WESCAP Management Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $16.9M in Q4 2016.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.