World Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

World Investment Advisors’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	$893K	Buy	21,005 +293	+1%	+$12.6K	0.01%	753
2025 Q4	$857K	Buy	20,712 +1,022	+5%	+$41.9K	0.01%	743
2025 Q3	$780K	Sell	19,690 -419	-2%	-$16.1K	0.02%	640
2025 Q2	$763K	Sell	20,109 -3,342	-14%	-$122K	0.02%	593
2025 Q1	$851K	Buy	23,451 +7,281	+45%	+$265K	0.02%	550
2024 Q4	$562K	Buy	16,170 +3,661	+29%	+$129K	0.02%	641
2024 Q3	$443K	Buy	12,509 +5,104	+69%	+$177K	0.01%	615
2024 Q2	$263K	Buy	+7,405	New	+$260K	0.02%	528
2020 Q2	–	Sell	-34,424	Closed	-$833K	–	173
2020 Q1	$833K	Buy	34,424 +11,876	+53%	+$338K	0.39%	44
2019 Q4	$688K	Buy	+22,548	New	+$688K	0.27%	56

Other funds holding HEFA

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

World Investment Advisors's HEFA Position: Q1 2026 in Review

World Investment Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.4% in Q1 2026, buying an estimated $12.6K and bringing the position to 21,005 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #753.

World Investment Advisors first reported a position in HEFA in Q4 2019 and has held it in 10 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

World Investment Advisors held 21,005 shares of iShares Currency Hedged MSCI EAFE ETF worth $893K as of Q1 2026.
World Investment Advisors bought 293 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $12.6K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #753 holding.
World Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 10 quarters since.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.