ETF Holdings Breakdown of HFWA

Stock NameHeritage Financial Corporation
TickerHFWA(USD) NASDAQ
TYPECommon Stock
CountryUSA
ISINUS42722X1063

News associated with HFWA

Heritage Financial Co. (NASDAQ:HFWA) Shares Bought by First Trust Advisors LP
First Trust Advisors LP boosted its stake in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 20.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 25,156 shares of the financial services provider’s stock after acquiring an additional 4,286 shares during the quarter. First Trust Advisors LP’s holdings in Heritage Financial were […] - 2025-05-09 08:04:57
MetLife Investment Management LLC Grows Stake in Heritage Financial Co. (NASDAQ:HFWA)
MetLife Investment Management LLC lifted its holdings in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 10.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,710 shares of the financial services provider’s stock after acquiring an additional 1,917 […] - 2025-05-06 08:41:05
Heritage Financial (NASDAQ:HFWA) Given New $26.00 Price Target at Keefe, Bruyette & Woods
Heritage Financial (NASDAQ:HFWA – Free Report) had its price objective trimmed by Keefe, Bruyette & Woods from $27.00 to $26.00 in a report released on Monday,Benzinga reports. The firm currently has a market perform rating on the financial services provider’s stock. Separately, StockNews.com raised shares of Heritage Financial from a “sell” rating to a “hold” […] - 2025-04-29 07:54:51
Heritage Financial (NASDAQ:HFWA) Price Target Cut to $31.00 by Analysts at Piper Sandler
Heritage Financial (NASDAQ:HFWA – Free Report) had its target price lowered by Piper Sandler from $34.00 to $31.00 in a research report sent to investors on Monday morning,Benzinga reports. The brokerage currently has an overweight rating on the financial services provider’s stock. Several other equities research analysts have also recently weighed in on HFWA. StockNews.com […] - 2025-04-29 07:54:49
Legal & General Group Plc Sells 2,691 Shares of Heritage Financial Co. (NASDAQ:HFWA)
Legal & General Group Plc reduced its position in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 93,023 shares of the financial services provider’s stock after selling 2,691 shares during the quarter. […] - 2025-04-25 08:08:58
Heritage Financial Co. (NASDAQ:HFWA) Shares Sold by Renaissance Technologies LLC
Renaissance Technologies LLC reduced its holdings in Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 17.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 245,730 shares of the financial services provider’s stock after selling 50,300 shares during the quarter. Renaissance Technologies LLC owned approximately […] - 2025-04-20 08:00:52
Heritage Financial Co. (NASDAQ:HFWA) Holdings Lowered by Federated Hermes Inc.
Federated Hermes Inc. lowered its stake in Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 5.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,554 shares of the financial services provider’s stock after selling 2,580 shares during the quarter. Federated Hermes Inc.’s […] - 2025-04-15 08:34:50
Arrowstreet Capital Limited Partnership Has $10.62 Million Position in Heritage Financial Co. (NASDAQ:HFWA)
Arrowstreet Capital Limited Partnership raised its stake in Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 12.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 433,296 shares of the financial services provider’s stock after acquiring an additional 46,769 shares during […] - 2025-04-06 08:27:00
Quantbot Technologies LP Invests $166,000 in Heritage Financial Co. (NASDAQ:HFWA)
Quantbot Technologies LP bought a new stake in Heritage Financial Co. (NASDAQ:HFWA – Free Report) in the 4th quarter, Holdings Channel reports. The firm bought 6,756 shares of the financial services provider’s stock, valued at approximately $166,000. Other institutional investors have also added to or reduced their stakes in the company. Aspire Capital Advisors LLC […] - 2025-03-31 08:20:46
Amundi Has $402,000 Stake in Heritage Financial Co. (NASDAQ:HFWA)
Amundi increased its position in Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 199.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 16,923 shares of the financial services provider’s stock after purchasing an additional 11,281 shares during the period. Amundi’s holdings in Heritage Financial were worth […] - 2025-03-21 07:59:06
Illinois Municipal Retirement Fund Sells 531 Shares of Heritage Financial Co. (NASDAQ:HFWA)
Illinois Municipal Retirement Fund decreased its position in Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,890 shares of the financial services provider’s stock after selling 531 shares during the period. Illinois […] - 2025-03-05 10:46:56
Mirae Asset Global Investments Co. Ltd. Increases Position in Heritage Financial Co. (NASDAQ:HFWA)
Mirae Asset Global Investments Co. Ltd. increased its stake in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 18.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 24,968 shares of the financial services provider’s stock after buying an additional 3,814 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings […] - 2025-02-13 08:32:54

HFWA institutional holdings

The following institutional investment holdings of HFWA have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 17,298USD 407,541
2025-05-08 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 5,731USD 135,022
2025-05-08 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 84USD 1,979
Total =23,113 USD 544,542
Book value of shares is calculated on the adjusted close price of each day (row).

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