AF
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Advisornet Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Advisornet Financial’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 		$3.1M Sell
66,013
-2,530
-4% -$114K 0.14% 135
2026
Q1 		$2.91M Sell
68,543
-2,437
-3% -$105K 0.15% 127
2025
Q4 		$2.94M Sell
70,980
-2,523
-3% -$103K 0.16% 123
2025
Q3 		$2.91M Sell
73,503
-31,700
-30% -$1.22M 0.16% 117
2025
Q2 		$3.99M Sell
105,203
-4,127
-4% -$151K 0.26% 76
2025
Q1 		$3.97M Buy
109,330
+3,122
+3% +$114K 0.29% 74
2024
Q4 		$3.69M Buy
106,208
+11,913
+13% +$420K 0.31% 76
2024
Q3 		$3.34M Sell
94,295
-15,430
-14% -$536K 0.25% 96
2024
Q2 		$3.9M Buy
109,725
+34,666
+46% +$1.22M 0.35% 68
2024
Q1 		$2.62M Buy
75,059
+8,983
+14% +$296K 0.25% 98
2023
Q4 		$2.08M Buy
66,076
+8,914
+16% +$272K 0.19% 123
2023
Q3 		$1.72M Buy
57,162
+47,326
+481% +$1.43M 0.16% 140
2023
Q2 		$305K Buy
9,836
+6,630
+207% +$201K 0.03% 396
2023
Q1 		$94.5K Buy
3,206
+248
+8% +$7.16K 0.01% 636
2022
Q4 		$79.9K Buy
2,958
+188
+7% +$5.76K 0.01% 674
2022
Q3 		$83K Sell
2,770
-2,955
-52% -$94.2K 0.01% 704
2022
Q2 		$182K Buy
5,725
+3,474
+154% +$115K 0.02% 525
2022
Q1 		$76K Buy
2,251
+1,330
+144% +$45.2K ﹤0.01% 826
2021
Q4 		$33K Hold
921
– – ﹤0.01% 1140
2021
Q3 		$32K Buy
921
+834
+959% +$29K ﹤0.01% 1128
2021
Q2 		$3K Hold
87
– – ﹤0.01% 1640
2021
Q1 		$3K Buy
+87
New +$2.77K ﹤0.01% 1591

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisornet Financial's HEFA Position: Q2 2026 in Review

Advisornet Financial reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q2 2026, selling an estimated $114K and leaving 66,013 shares worth $3.1M. The position accounts for 0.14% of the portfolio, ranked #135.

Advisornet Financial first reported a position in HEFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.99M in Q2 2025. 257 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Advisornet Financial held 66,013 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.1M as of Q2 2026.
  • Advisornet Financial sold 2,530 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $114K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.14% of Advisornet Financial's portfolio in Q2 2026, its #135 holding.
  • Advisornet Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Advisornet Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.99M in Q2 2025.
  • 257 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.