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 Q2	$252K	Sell	5,380 -51	-0.9%	-$2.29K	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

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

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 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

Client 1st Advisory Group's HEFA Position: Q2 2026 in Review

Client 1st Advisory Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.94% in Q2 2026, selling an estimated $2.29K and leaving 5,380 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #126.

Client 1st Advisory Group first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $660K in Q3 2024. 81 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Client 1st Advisory Group held 5,380 shares of iShares Currency Hedged MSCI EAFE ETF worth $252K as of Q2 2026.
Client 1st Advisory Group sold 51 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $2.29K.
iShares Currency Hedged MSCI EAFE ETF made up 0.07% of Client 1st Advisory Group's portfolio in Q2 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 9 quarters since.
Client 1st Advisory Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $660K in Q3 2024.
81 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.