Client 1st Advisory Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Client 1st Advisory Group’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 Q3	$244K	Sell	5,270 -110	-2%	-$5.15K	0.06%	126
2026 Q2	$252K	Sell	5,380 -51	-0.9%	-$2.3K	0.07%	126
2026 Q1	$231K	Sell	5,431 -1,982	-27%	-$85.4K	0.07%	128
2025 Q4	$307K	Sell	7,413 -987	-12%	-$40.4K	0.1%	106
2025 Q3	$333K	Sell	8,400 -4,367	-34%	-$168K	0.11%	94
2025 Q2	$485K	Sell	12,767 -1,884	-13%	-$68.9K	0.18%	68
2025 Q1	$532K	Sell	14,651 -2,083	-12%	-$75.9K	0.21%	62
2024 Q4	$582K	Sell	16,734 -1,896	-10%	-$66.8K	0.22%	55
2024 Q3	$660K	Buy	18,630 +4,720	+34%	+$164K	0.26%	45
2024 Q2	$495K	Buy	+13,910	New	+$488K	0.21%	59

Other funds holding HEFA

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Client 1st Advisory Group's HEFA Position: Q3 2026 in Review

Client 1st Advisory Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2% in Q3 2026, selling an estimated $5.15K and leaving 5,270 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #126.

Client 1st Advisory Group first reported a position in HEFA in Q2 2024 and has held it in 10 quarters since. The position peaked at $660K in Q3 2024. 128 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Client 1st Advisory Group held 5,270 shares of iShares Currency Hedged MSCI EAFE ETF worth $244K as of Q3 2026.
Client 1st Advisory Group sold 110 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $5.15K.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Client 1st Advisory Group's portfolio in Q3 2026, its #126 holding.
Client 1st Advisory Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 10 quarters since.
Client 1st Advisory Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $660K in Q3 2024.
128 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.