ETF Holdings Breakdown of HFWA

HFWA institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	18,771	USD 466,459
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	5,997	USD 149,025
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	200	USD 4,970 1.0%
Total =		24,968	USD 620,454

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with HFWA

Federated Hermes Inc. Acquires 2,689 Shares of Heritage Financial Corporation (NASDAQ:HFWA)

Federated Hermes Inc. lifted its stake in Heritage Financial Corporation (NASDAQ:HFWA – Free Report) by 5.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,243 shares of the financial services provider’s stock after acquiring an additional 2,689 shares during the period. […] - 2025-08-07 04:52:51

Cwm LLC Has $98,000 Stock Position in Heritage Financial Corporation (NASDAQ:HFWA)

Cwm LLC increased its holdings in shares of Heritage Financial Corporation (NASDAQ:HFWA – Free Report) by 14.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,042 shares of the financial services provider’s stock after purchasing an additional 520 shares during the period. Cwm […] - 2025-07-31 04:18:48

Wall Street Zen Downgrades Heritage Financial (NASDAQ:HFWA) to Sell

Heritage Financial (NASDAQ:HFWA – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued to clients and investors on Saturday. Other analysts have also issued reports about the stock. Piper Sandler decreased their target price on shares of Heritage Financial […] - 2025-07-28 03:54:55

Heritage Financial Corporation (NASDAQ:HFWA) Position Lowered by Bank of New York Mellon Corp

Bank of New York Mellon Corp decreased its stake in shares of Heritage Financial Corporation (NASDAQ:HFWA – Free Report) by 3.5% during the 1st quarter, HoldingsChannel.com reports. The firm owned 354,123 shares of the financial services provider’s stock after selling 12,713 shares during the quarter. Bank of New York Mellon Corp’s holdings in Heritage Financial […] - 2025-07-22 09:00:51

Bank of New York Mellon Corp Reduces Stock Position in Heritage Financial Corporation (NASDAQ:HFWA)

Bank of New York Mellon Corp lessened its position in shares of Heritage Financial Corporation (NASDAQ:HFWA – Free Report) by 3.5% during the 1st quarter, Holdings Channel reports. The firm owned 354,123 shares of the financial services provider’s stock after selling 12,713 shares during the quarter. Bank of New York Mellon Corp’s holdings in Heritage […] - 2025-07-22 06:46:54

Bank of New York Mellon Corp Cuts Stock Holdings in Heritage Financial Corporation (NASDAQ:HFWA)

Bank of New York Mellon Corp trimmed its position in shares of Heritage Financial Corporation (NASDAQ:HFWA – Free Report) by 3.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 354,123 shares of the financial services provider’s stock after selling 12,713 shares during the period. Bank of New York Mellon Corp’s holdings in Heritage […] - 2025-07-22 06:46:51

Heritage Financial Corporation (NASDAQ:HFWA) Shares Acquired by GAMMA Investing LLC

GAMMA Investing LLC increased its stake in shares of Heritage Financial Corporation (NASDAQ:HFWA – Free Report) by 45.3% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 2,972 shares of the financial services provider’s stock after acquiring an additional 927 shares during the period. GAMMA Investing LLC’s […] - 2025-07-09 04:29:52

Diversified Trust Co Takes $214,000 Position in Heritage Financial Corporation (NASDAQ:HFWA)

Diversified Trust Co purchased a new stake in shares of Heritage Financial Corporation (NASDAQ:HFWA – Free Report) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 8,795 shares of the financial services provider’s stock, valued at approximately $214,000. Other hedge funds and other institutional […] - 2025-07-02 05:22:50

Assenagon Asset Management S.A. Sells 83,928 Shares of Heritage Financial Corporation (NASDAQ:HFWA)

Assenagon Asset Management S.A. decreased its holdings in shares of Heritage Financial Corporation (NASDAQ:HFWA – Free Report) by 79.9% during the first quarter, HoldingsChannel reports. The fund owned 21,083 shares of the financial services provider’s stock after selling 83,928 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Heritage Financial were worth $513,000 as […] - 2025-06-20 04:52:51

GAMMA Investing LLC Increases Position in Heritage Financial Co. (NASDAQ:HFWA)

GAMMA Investing LLC lifted its stake in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 3,435.9% during the first quarter, Holdings Channel reports. The fund owned 72,309 shares of the financial services provider’s stock after acquiring an additional 70,264 shares during the period. GAMMA Investing LLC’s holdings in Heritage Financial were worth $17,590,000 […] - 2025-06-06 06:20:54

Deutsche Bank AG Boosts Holdings in Heritage Financial Co. (NASDAQ:HFWA)

Deutsche Bank AG boosted its position in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 60.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 29,871 shares of the financial services provider’s stock after purchasing an additional 11,210 shares during the period. Deutsche Bank AG’s holdings in Heritage Financial were worth $732,000 as […] - 2025-05-28 04:38:51

Two Sigma Advisers LP Reduces Holdings in Heritage Financial Co. (NASDAQ:HFWA)

Two Sigma Advisers LP lessened its holdings in Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 4.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 141,146 shares of the financial services provider’s stock after selling 6,700 shares during the period. Two Sigma […] - 2025-05-27 05:30:55

Heritage Financial Co. (NASDAQ:HFWA) Shares Sold by Comerica Bank

Comerica Bank trimmed its stake in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,549 shares of the financial services provider’s stock after selling 498 shares during the […] - 2025-05-16 06:02:53

Price T Rowe Associates Inc. MD Acquires 1,914 Shares of Heritage Financial Co. (NASDAQ:HFWA)

Price T Rowe Associates Inc. MD boosted its holdings in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 6.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,901 shares of the financial services provider’s stock after buying […] - 2025-05-12 05:18:59

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 05:04:57

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 05:41:05

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 04:54:51

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 04:54:49

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 05:08:58

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 05:00:52

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 05:34:50

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 05:27:00

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 05:20:46

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 05:59:06

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 08:46:56

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 06:32:54

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