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Adamsbrown Wealth Consultants’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Adamsbrown Wealth Consultants’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 		$6.4M Sell
136,491
-4,079
-3% -$184K 1.21% 18
2026
Q1 		$5.97M Sell
140,570
-7,591
-5% -$327K 1.58% 16
2025
Q4 		$6.13M Sell
148,161
-9,448
-6% -$387K 1.71% 15
2025
Q3 		$6.24M Sell
157,609
-360,788
-70% -$13.9M 1.72% 15
2025
Q2 		$19.7M Buy
518,397
+25,455
+5% +$931K 5.71% 6
2025
Q1 		$17.9M Sell
492,942
-55,398
-10% -$2.02M 5.62% 6
2024
Q4 		$19.1M Buy
548,340
+12,276
+2% +$432K 6.49% 5
2024
Q3 		$19M Sell
536,064
-6,644
-1% -$231K 6.59% 5
2024
Q2 		$19.3M Sell
542,708
-9,181
-2% -$322K 7.51% 5
2024
Q1 		$19.2M Sell
551,889
-258,336
-32% -$8.51M 7.79% 4
2023
Q4 		$25.5M Buy
810,225
+96,479
+14% +$2.94M 11.11% 2
2023
Q3 		$21.5M Buy
+713,746
New +$21.6M 10.58% 2

Other funds holding HEFA

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Adamsbrown Wealth Consultants's HEFA Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.9% in Q2 2026, selling an estimated $184K and leaving 136,491 shares worth $6.4M. The position accounts for 1.21% of the portfolio, ranked #18.

Adamsbrown Wealth Consultants first reported a position in HEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.5M in Q4 2023. 110 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Adamsbrown Wealth Consultants held 136,491 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.4M as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 4,079 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $184K.
  • iShares Currency Hedged MSCI EAFE ETF made up 1.21% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #18 holding.
  • Adamsbrown Wealth Consultants first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • Adamsbrown Wealth Consultants's iShares Currency Hedged MSCI EAFE ETF position peaked at $25.5M in Q4 2023.
  • 110 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.