AWE
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Avidian Wealth Enterprises’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Avidian Wealth Enterprises’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 		$10.3M Sell
220,208
-1,302
-0.6% -$58.6K 0.29% 60
2026
Q1 		$9.41M Buy
221,510
+95
+0% +$4.09K 0.3% 57
2025
Q4 		$9.16M Sell
221,415
-6,809
-3% -$279K 0.33% 52
2025
Q3 		$9.04M Sell
228,224
-2,114
-0.9% -$81.5K 0.34% 46
2025
Q2 		$8.74M Sell
230,338
-21,627
-9% -$791K 0.36% 42
2025
Q1 		$9.14M Buy
251,965
+6,685
+3% +$244K 0.41% 43
2024
Q4 		$8.52M Buy
245,280
+3,762
+2% +$133K 0.38% 44
2024
Q3 		$8.55M Buy
241,518
+6,796
+3% +$236K 0.39% 42
2024
Q2 		$8.35M Sell
234,722
-11,362
-5% -$399K 0.35% 44
2024
Q1 		$8.58M Buy
246,084
+30,102
+14% +$991K 0.42% 43
2023
Q4 		$6.81M Buy
215,982
+18,370
+9% +$560K 0.42% 45
2023
Q3 		$5.95M Sell
197,612
-33,311
-14% -$1.01M 0.42% 50
2023
Q2 		$7.16M Sell
230,923
-6,119
-3% -$185K 0.47% 46
2023
Q1 		$6.99M Buy
237,042
+28,363
+14% +$819K 0.38% 61
2022
Q4 		$5.63M Buy
+208,679
New +$6.39M 0.37% 59
2022
Q2 		– Sell
-8,826
Closed -$300K – 469
2022
Q1 		$300K Sell
8,826
-263,319
-97% -$8.95M 0.02% 386
2021
Q4 		$9.62M Sell
272,145
-4,973
-2% -$176K 0.6% 36
2021
Q3 		$9.53M Buy
277,118
+6,787
+3% +$236K 0.73% 28
2021
Q2 		$9.36M Buy
270,331
+1,368
+0.5% +$46.5K 0.72% 34
2021
Q1 		$8.87M Sell
268,963
-4,579
-2% -$146K 0.76% 31
2020
Q4 		$8.34M Buy
273,542
+129,928
+90% +$3.79M 0.79% 34
2020
Q3 		$3.96M Buy
+143,614
New +$3.98M 0.45% 45

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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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

Avidian Wealth Enterprises's HEFA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.59% in Q2 2026, selling an estimated $58.6K and leaving 220,208 shares worth $10.3M. The position accounts for 0.29% of the portfolio, ranked #60.

Avidian Wealth Enterprises first reported a position in HEFA in Q3 2020 and has held it in 22 quarters since. 129 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Avidian Wealth Enterprises held 220,208 shares of iShares Currency Hedged MSCI EAFE ETF worth $10.3M as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,302 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $58.6K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.29% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #60 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2020 and has held it in 22 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.