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Csenge Advisory Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Csenge 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 		$16.8M Buy
358,335
+4,702
+1% +$212K 0.68% 24
2026
Q1 		$15M Sell
353,633
-22,039
-6% -$949K 0.69% 22
2025
Q4 		$15.5M Buy
375,672
+70,738
+23% +$2.9M 0.7% 23
2025
Q3 		$12.1M Sell
304,934
-1,540
-0.5% -$59.4K 0.58% 28
2025
Q2 		$11.6M Sell
306,474
-18,300
-6% -$669K 0.61% 25
2025
Q1 		$11.2M Buy
324,774
+16,471
+5% +$600K 0.63% 26
2024
Q4 		$10.7M Sell
308,303
-312,643
-50% -$11M 0.58% 26
2024
Q3 		$22.2M Sell
620,946
-34,604
-5% -$1.2M 1.16% 15
2024
Q2 		$23.3M Buy
655,550
+64,916
+11% +$2.28M 1.32% 15
2024
Q1 		$20.6M Buy
590,634
+46,560
+9% +$1.53M 1.15% 17
2023
Q4 		$17.1M Buy
544,074
+3,975
+0.7% +$121K 1.07% 17
2023
Q3 		$16.3M Buy
540,099
+11,147
+2% +$337K 1.11% 17
2023
Q2 		$16.4M Buy
528,952
+2,891
+0.5% +$87.5K 1.1% 17
2023
Q1 		$15.5M Buy
526,061
+67,383
+15% +$1.95M 1.12% 18
2022
Q4 		$12.4M Buy
458,678
+52,839
+13% +$1.62M 0.96% 19
2022
Q3 		$12.1M Buy
405,839
+30,809
+8% +$982K 1.01% 17
2022
Q2 		$11.9M Buy
375,030
+12,792
+4% +$424K 1% 17
2022
Q1 		$12.3M Buy
362,238
+30,900
+9% +$1.05M 0.97% 15
2021
Q4 		$11.5M Sell
331,338
-16,425
-5% -$580K 1.02% 17
2021
Q3 		$12M Buy
347,763
+16,425
+5% +$570K 1.01% 17
2021
Q2 		$11.5M Buy
331,338
+8,118
+3% +$276K 1.02% 17
2021
Q1 		$10.8M Buy
323,220
+14,925
+5% +$476K 1.11% 14
2020
Q4 		$9.39M Buy
308,295
+61,008
+25% +$1.78M 1.12% 18
2020
Q3 		$6.86M Buy
247,287
+45,454
+23% +$1.26M 0.94% 25
2020
Q2 		$5.57M Buy
201,833
+27,228
+16% +$713K 0.8% 28
2020
Q1 		$4.23M Buy
174,605
+6,528
+4% +$186K 1.11% 14
2019
Q4 		$5.13M Sell
168,077
-1,050
-0.6% -$32K 1.3% 8
2019
Q3 		$5.06M Buy
169,127
+62,047
+58% +$1.81M 1.39% 9
2019
Q2 		$3.19M Sell
107,080
-9,545
-8% -$280K 1.09% 18
2019
Q1 		$3.37M Buy
116,625
+2,833
+2% +$78.8K 1.15% 16
2018
Q4 		$2.94M Buy
113,792
+8,401
+8% +$234K 1.08% 18
2018
Q3 		$2.96M Buy
+105,391
New +$3.11M 1.15% 15

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Csenge Advisory Group's HEFA Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.3% in Q2 2026, buying an estimated $212K and bringing the position to 358,335 shares worth $16.8M. The position accounts for 0.68% of the portfolio, ranked #24.

Csenge Advisory Group first reported a position in HEFA in Q3 2018 and has held it in 32 quarters since. The position peaked at $23.3M in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Csenge Advisory Group held 358,335 shares of iShares Currency Hedged MSCI EAFE ETF worth $16.8M as of Q2 2026.
  • Csenge Advisory Group bought 4,702 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $212K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.68% of Csenge Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Csenge Advisory Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2018 and has held it in 32 quarters since.
  • Csenge Advisory Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $23.3M in Q2 2024.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.