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Cypress Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cypress Capital’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 		$4.39M Sell
93,510
-693
-0.7% -$31.2K 1.19% 15
2026
Q1 		$4M Sell
94,203
-973
-1% -$41.9K 1.14% 14
2025
Q4 		$3.94M Buy
95,176
+1,538
+2% +$63K 1.1% 14
2025
Q3 		$3.71M Sell
93,638
-4,040
-4% -$156K 1.06% 14
2025
Q2 		$3.71M Sell
97,678
-752
-0.8% -$27.5K 1.08% 17
2025
Q1 		$3.57M Sell
98,430
-91,509
-48% -$3.34M 1.03% 15
2024
Q4 		$6.6M Sell
189,939
-10,082
-5% -$355K 1.89% 12
2024
Q3 		$7.08M Sell
200,021
-28,934
-13% -$1.01M 1.83% 12
2024
Q2 		$8.14M Sell
228,955
-3,736
-2% -$131K 2.04% 12
2024
Q1 		$8.12M Sell
232,691
-8,494
-4% -$280K 2.22% 11
2023
Q4 		$7.6M Sell
241,185
-11,455
-5% -$349K 2.16% 11
2023
Q3 		$7.6M Sell
252,640
-700
-0.3% -$21.2K 2.23% 10
2023
Q2 		$7.85M Sell
253,340
-5,360
-2% -$162K 2.26% 10
2023
Q1 		$7.62M Buy
258,700
+8,528
+3% +$246K 2.38% 10
2022
Q4 		$6.75M Sell
250,172
-4,045
-2% -$124K 2.12% 10
2022
Q3 		$7.6M Buy
254,217
+4,765
+2% +$152K 2.68% 10
2022
Q2 		$7.94M Buy
249,452
+15,744
+7% +$522K 1.13% 24
2022
Q1 		$7.93M Sell
233,708
-13,357
-5% -$454K 0.97% 28
2021
Q4 		$8.73M Buy
247,065
+15,774
+7% +$557K 1% 27
2021
Q3 		$7.95M Buy
+231,291
New +$8.03M 1.01% 25
2021
Q2 		– Sell
-228,699
Closed -$7.54M – 90
2021
Q1 		$7.54M Buy
228,699
+7,167
+3% +$228K 3.08% 7
2020
Q4 		$6.75M Sell
221,532
-8,195
-4% -$239K 3.06% 7
2020
Q3 		$6.45M Sell
229,727
-6,616
-3% -$183K 2.99% 7
2020
Q2 		$6.52M Buy
+236,343
New +$6.19M 2.89% 8
2019
Q4 		$7.05M Buy
231,041
+6,472
+3% +$197K 2.96% 8
2019
Q3 		$6.72M Sell
224,569
-12,819
-5% -$374K 3.09% 8
2019
Q2 		$7.08M Sell
237,388
-6,583
-3% -$193K 3.2% 9
2019
Q1 		$7.04M Buy
243,971
+32,261
+15% +$897K 2.94% 9
2018
Q4 		$5.46M Buy
+211,710
New +$5.89M 2.51% 9

Other funds holding HEFA

CA
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RA
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
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Cypress Capital's HEFA Position: Q2 2026 in Review

Cypress Capital reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.74% in Q2 2026, selling an estimated $31.2K and leaving 93,510 shares worth $4.39M. The position accounts for 1.19% of the portfolio, ranked #15.

Cypress Capital first reported a position in HEFA in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.73M in Q4 2021. 67 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Cypress Capital held 93,510 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.39M as of Q2 2026.
  • Cypress Capital sold 693 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $31.2K.
  • iShares Currency Hedged MSCI EAFE ETF made up 1.19% of Cypress Capital's portfolio in Q2 2026, its #15 holding.
  • Cypress Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and has held it in 29 quarters since.
  • Cypress Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $8.73M in Q4 2021.
  • 67 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.