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

Beaird Harris 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	$39.3K	Hold	837	–	–	﹤0.01%	279
2026 Q1	$35.6K	Hold	837	–	–	﹤0.01%	275
2025 Q4	$34.6K	Sell	837 -85	-9%	-$3.48K	﹤0.01%	289
2025 Q3	$36.5K	Hold	922	–	–	﹤0.01%	284
2025 Q2	$35K	Sell	922 -54	-6%	-$1.97K	﹤0.01%	286
2025 Q1	$35.4K	Buy	976 +54	+6%	+$1.97K	﹤0.01%	258
2024 Q4	$32K	Sell	922 -120	-12%	-$4.23K	﹤0.01%	272
2024 Q3	$36.9K	Buy	1,042 +68	+7%	+$2.36K	﹤0.01%	251
2024 Q2	$34.6K	Buy	974 +52	+6%	+$1.82K	﹤0.01%	254
2024 Q1	$32.2K	Hold	922	–	–	﹤0.01%	235
2023 Q4	$29.1K	Hold	922	–	–	﹤0.01%	229
2023 Q3	$27.8K	Hold	922	–	–	﹤0.01%	210
2023 Q2	$28.6K	Hold	922	–	–	﹤0.01%	205
2023 Q1	$27.2K	Hold	922	–	–	﹤0.01%	208
2022 Q4	$24.9K	Hold	922	–	–	﹤0.01%	231
2022 Q3	$28K	Hold	922	–	–	0.01%	204
2022 Q2	$29K	Hold	922	–	–	0.01%	178
2022 Q1	$31K	Buy	+922	New	+$31.3K	0.01%	222

Other funds holding HEFA

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

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 $6.39B 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