Act Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Act Wealth Management’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 Q2	$24.4M	Buy	519,062 +1,368	+0.3%	+$61.5K	7.16%	7
2026 Q1	$22M	Sell	517,694 -2,217	-0.4%	-$95.5K	7.39%	7
2025 Q4	$21.5M	Sell	519,911 -2,037	-0.4%	-$83.5K	7.03%	8
2025 Q3	$20.7M	Buy	521,948 +34,521	+7%	+$1.33M	7.25%	8
2025 Q2	$18.5M	Sell	487,427 -5,279	-1%	-$193K	7.82%	7
2025 Q1	$17.9M	Buy	492,706 +12,889	+3%	+$470K	8.09%	7
2024 Q4	$16.7M	Buy	+479,817	New	+$16.9M	7.79%	6

Other funds holding HEFA

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return