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Crumly & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Crumly & Associates’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 		$29M Buy
618,984
+2,318
+0.4% +$104K 5.56% 1
2026
Q1 		$26.2M Buy
616,666
+161,944
+36% +$6.98M 5.51% 1
2025
Q4 		$18.8M Buy
454,722
+16,220
+4% +$665K 3.95% 4
2025
Q3 		$17.4M Buy
438,502
+11,082
+3% +$427K 3.8% 4
2025
Q2 		$16.2M Sell
427,420
-10,178
-2% -$372K 3.95% 5
2025
Q1 		$15.9M Buy
437,598
+1,837
+0.4% +$67K 4.38% 4
2024
Q4 		$15.1M Buy
435,761
+2,859
+0.7% +$101K 4.12% 5
2024
Q3 		$15.3M Sell
432,902
-88,395
-17% -$3.07M 4.24% 3
2024
Q2 		$18.5M Sell
521,297
-11,448
-2% -$402K 5.34% 2
2024
Q1 		$18.6M Buy
532,745
+135,408
+34% +$4.46M 4.89% 3
2023
Q4 		$12.5M Buy
+397,337
New +$12.1M 3.64% 5

Other funds holding HEFA

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 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

Crumly & Associates's HEFA Position: Q2 2026 in Review

Crumly & Associates increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.38% in Q2 2026, buying an estimated $104K and bringing the position to 618,984 shares worth $29M. The position accounts for 5.56% of the portfolio, ranked #1.

Crumly & Associates first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Crumly & Associates held 618,984 shares of iShares Currency Hedged MSCI EAFE ETF worth $29M as of Q2 2026.
  • Crumly & Associates bought 2,318 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $104K.
  • iShares Currency Hedged MSCI EAFE ETF made up 5.56% of Crumly & Associates's portfolio in Q2 2026, its #1 holding.
  • Crumly & Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.