B. Riley Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

B. Riley Wealth Advisors’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	$454K	Hold	9,717	–	–	0.02%	498
2026 Q1	$403K	Hold	9,717	–	–	0.03%	497
2025 Q4	$402K	Sell	9,717 -103	-1%	-$4.22K	0.02%	602
2025 Q3	$389K	Buy	9,820 +3,714	+61%	+$143K	0.02%	620
2025 Q2	$232K	Buy	+6,106	New	+$223K	0.01%	818
2024 Q4	–	Sell	-6,965	Closed	-$246K	–	1200
2024 Q3	$246K	Sell	6,965 -71,188	-91%	-$2.47M	0.01%	1052
2024 Q2	$2.78M	Buy	+78,153	New	+$2.74M	0.07%	259

Other funds holding HEFA

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

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

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

AWC

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

IWA

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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

B. Riley Wealth Advisors's HEFA Position: Q2 2026 in Review

B. Riley Wealth Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 9,717 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #498.

B. Riley Wealth Advisors first reported a position in HEFA in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q2 2024. 67 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

B. Riley Wealth Advisors held 9,717 shares of iShares Currency Hedged MSCI EAFE ETF worth $454K as of Q2 2026.
B. Riley Wealth Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #498 holding.
B. Riley Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
B. Riley Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.78M in Q2 2024.
67 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.