William Blair & Company
HEFA icon

William Blair & Company’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

William Blair & Company’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 		$9M Buy
211,689
+12,426
+6% +$535K 0.03% 369
2025
Q4 		$8.24M Buy
199,263
+13,276
+7% +$544K 0.02% 406
2025
Q3 		$7.37M Buy
185,987
+47,267
+34% +$1.82M 0.02% 432
2025
Q2 		$5.27M Buy
138,720
+23,342
+20% +$853K 0.01% 479
2025
Q1 		$4.19M Buy
115,378
+29,948
+35% +$1.09M 0.01% 532
2024
Q4 		$2.97M Sell
85,430
-58,690
-41% -$2.07M 0.01% 624
2024
Q3 		$5.1M Sell
144,120
-7,940
-5% -$276K 0.02% 501
2024
Q2 		$5.41M Buy
152,060
+39,631
+35% +$1.39M 0.02% 467
2024
Q1 		$3.92M Sell
112,429
-15,507
-12% -$511K 0.01% 526
2023
Q4 		$4.03M Sell
127,936
-33,527
-21% -$1.02M 0.01% 510
2023
Q3 		$4.86M Sell
161,463
-965
-0.6% -$29.2K 0.02% 443
2023
Q2 		$5.04M Sell
162,428
-16,089
-9% -$487K 0.02% 448
2023
Q1 		$5.26M Sell
178,517
-750
-0.4% -$21.7K 0.02% 432
2022
Q4 		$4.84M Buy
179,267
+4,550
+3% +$139K 0.02% 432
2022
Q3 		$5.22M Sell
174,717
-9,734
-5% -$310K 0.02% 398
2022
Q2 		$5.87M Buy
184,451
+2,238
+1% +$74.2K 0.03% 392
2022
Q1 		$6.18M Buy
182,213
+24,877
+16% +$845K 0.02% 421
2021
Q4 		$5.56M Buy
157,336
+21
+0% +$742 0.02% 459
2021
Q3 		$5.41M Buy
157,315
+17
+0% +$590 0.02% 441
2021
Q2 		$5.45M Sell
157,298
-143
-0.1% -$4.86K 0.02% 439
2021
Q1 		$5.19M Sell
157,441
-2,066
-1% -$65.9K 0.02% 444
2020
Q4 		$4.86M Sell
159,507
-27,120
-15% -$791K 0.02% 441
2020
Q3 		$5.14M Sell
186,627
-1,385
-0.7% -$38.4K 0.02% 393
2020
Q2 		$5.19M Sell
188,012
-6,639
-3% -$174K 0.02% 369
2020
Q1 		$4.71M Sell
194,651
-20,131
-9% -$573K 0.03% 346
2019
Q4 		$6.55M Sell
214,782
-961
-0.4% -$29.3K 0.03% 337
2019
Q3 		$6.46M Sell
215,743
-53
-0% -$1.55K 0.04% 324
2019
Q2 		$6.45M Buy
215,796
+8,685
+4% +$255K 0.04% 331
2019
Q1 		$5.98M Sell
207,111
-4,532
-2% -$126K 0.04% 333
2018
Q4 		$5.46M Sell
211,643
-4,012
-2% -$112K 0.04% 323
2018
Q3 		$6.46M Buy
215,655
+1,535
+0.7% +$45.3K 0.04% 328
2018
Q2 		$6.34M Sell
214,120
-8,268
-4% -$246K 0.04% 305
2018
Q1 		$6.39M Buy
222,388
+12,264
+6% +$360K 0.05% 308
2017
Q4 		$6.24M Buy
210,124
+22,652
+12% +$672K 0.04% 312
2017
Q3 		$5.42M Buy
187,472
+15,298
+9% +$432K 0.04% 319
2017
Q2 		$4.89M Buy
172,174
+10,007
+6% +$283K 0.04% 344
2017
Q1 		$4.35M Sell
162,167
-14,521
-8% -$390K 0.04% 348
2016
Q4 		$4.62M Sell
176,688
-1,882
-1% -$47.7K 0.04% 321
2016
Q3 		$4.43M Buy
178,570
+2,683
+2% +$65.4K 0.04% 324
2016
Q2 		$4.22M Buy
175,887
+21,375
+14% +$513K 0.04% 313
2016
Q1 		$3.69M Buy
154,512
+2,395
+2% +$56.5K 0.03% 329
2015
Q4 		$3.86M Buy
+152,117
New +$3.95M 0.04% 334

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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

William Blair & Company's HEFA Position: Q1 2026 in Review

William Blair & Company increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.2% in Q1 2026, buying an estimated $535K and bringing the position to 211,689 shares worth $9M. The position accounts for 0.03% of the portfolio, ranked #369.

William Blair & Company first reported a position in HEFA in Q4 2015 and has held it in 42 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • William Blair & Company held 211,689 shares of iShares Currency Hedged MSCI EAFE ETF worth $9M as of Q1 2026.
  • William Blair & Company bought 12,426 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $535K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of William Blair & Company's portfolio in Q1 2026, its #369 holding.
  • William Blair & Company first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.