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

Curtis 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	$269K	Sell	5,730 -43	-0.7%	-$1.94K	0.05%	110
2026 Q1	$245K	Sell	5,773 -42	-0.7%	-$1.81K	0.05%	112
2025 Q4	$241K	Sell	5,815 -89	-2%	-$3.65K	0.05%	108
2025 Q3	$234K	Hold	5,904	–	–	0.05%	102
2025 Q2	$224K	Sell	5,904 -29	-0.5%	-$1.06K	0.06%	101
2025 Q1	$215K	Hold	5,933	–	–	0.06%	97
2024 Q4	$206K	Hold	5,933	–	–	0.05%	96
2024 Q3	$210K	Hold	5,933	–	–	0.06%	96
2024 Q2	$211K	Buy	+5,933	New	+$208K	0.07%	88
2023 Q4	–	Sell	-30,494	Closed	-$918K	–	93
2023 Q3	$918K	Buy	+30,494	New	+$923K	0.31%	38

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Curtis Advisory Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.74% in Q2 2026, selling an estimated $1.94K and leaving 5,730 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #110.

Curtis Advisory Group first reported a position in HEFA in Q3 2023 and has held it in 10 quarters since. The position peaked at $918K in Q3 2023. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Curtis Advisory Group held 5,730 shares of iShares Currency Hedged MSCI EAFE ETF worth $269K as of Q2 2026.
Curtis Advisory Group sold 43 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.94K.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Curtis Advisory Group's portfolio in Q2 2026, its #110 holding.
Curtis Advisory Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 10 quarters since.
Curtis Advisory Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $918K in Q3 2023.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.