Cyr Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cyr Financial’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	$12.3M	Buy	262,328 +13,907	+6%	+$626K	6.41%	7
2026 Q1	$10.6M	Buy	248,421 +17,564	+8%	+$757K	6.21%	7
2025 Q4	$9.55M	Buy	230,857 +18,241	+9%	+$747K	5.95%	8
2025 Q3	$8.42M	Buy	212,616 +9,862	+5%	+$380K	5.75%	8
2025 Q2	$7.7M	Buy	202,754 +38,978	+24%	+$1.42M	5.94%	8
2025 Q1	$5.94M	Buy	163,776 +6,773	+4%	+$247K	5.31%	9
2024 Q4	$5.46M	Buy	+157,003	New	+$5.53M	4.98%	9

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

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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

Cyr Financial's HEFA Position: Q2 2026 in Review

Cyr Financial increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.6% in Q2 2026, buying an estimated $626K and bringing the position to 262,328 shares worth $12.3M. The position accounts for 6.41% of the portfolio, ranked #7.

Cyr Financial first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Cyr Financial held 262,328 shares of iShares Currency Hedged MSCI EAFE ETF worth $12.3M as of Q2 2026.
Cyr Financial bought 13,907 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $626K.
iShares Currency Hedged MSCI EAFE ETF made up 6.41% of Cyr Financial's portfolio in Q2 2026, its #7 holding.
Cyr Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
129 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.