DecisionMap Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

DecisionMap Wealth Management’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	$5.35M	Buy	114,012 +4,117	+4%	+$185K	2.99%	7
2026 Q1	$4.67M	Sell	109,895 -3,379	-3%	-$146K	3.02%	5
2025 Q4	$4.69M	Sell	113,274 -4,680	-4%	-$192K	2.89%	6
2025 Q3	$4.67M	Buy	117,954 +1,672	+1%	+$64.4K	3%	6
2025 Q2	$4.41M	Buy	116,282 +1,704	+1%	+$62.3K	3.03%	6
2025 Q1	$4.16M	Sell	114,578 -148	-0.1%	-$5.39K	3.16%	5
2024 Q4	$3.99M	Buy	+114,726	New	+$4.04M	3.16%	4

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

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

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 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

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

DecisionMap Wealth Management's HEFA Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q2 2026, buying an estimated $185K and bringing the position to 114,012 shares worth $5.35M. The position accounts for 2.99% of the portfolio, ranked #7.

DecisionMap Wealth Management first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

DecisionMap Wealth Management held 114,012 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.35M as of Q2 2026.
DecisionMap Wealth Management bought 4,117 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $185K.
iShares Currency Hedged MSCI EAFE ETF made up 2.99% of DecisionMap Wealth Management's portfolio in Q2 2026, its #7 holding.
DecisionMap Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.