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Delta Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Delta Wealth Advisors’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 		$7.57M Sell
161,372
-586
-0.4% -$26.4K 5.41% 6
2026
Q1 		$6.88M Buy
161,958
+18,550
+13% +$799K 5.24% 5
2025
Q4 		$5.93M Buy
143,408
+21,160
+17% +$867K 4.97% 5
2025
Q3 		$4.84M Buy
122,248
+833
+0.7% +$32.1K 3.79% 11
2025
Q2 		$4.61M Sell
121,415
-225
-0.2% -$8.23K 3.86% 11
2025
Q1 		$4.41M Buy
121,640
+991
+0.8% +$36.1K 4.01% 10
2024
Q4 		$4.19M Buy
120,649
+12,984
+12% +$457K 3.95% 10
2024
Q3 		$3.81M Sell
107,665
-969
-0.9% -$33.7K 3.65% 12
2024
Q2 		$3.86M Buy
108,634
+7,604
+8% +$267K 3.78% 10
2024
Q1 		$3.52M Buy
+101,030
New +$3.33M 3.64% 11

Other funds holding HEFA

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 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

Delta Wealth Advisors's HEFA Position: Q2 2026 in Review

Delta Wealth Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.36% in Q2 2026, selling an estimated $26.4K and leaving 161,372 shares worth $7.57M. The position accounts for 5.41% of the portfolio, ranked #6.

Delta Wealth Advisors first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Delta Wealth Advisors held 161,372 shares of iShares Currency Hedged MSCI EAFE ETF worth $7.57M as of Q2 2026.
  • Delta Wealth Advisors sold 586 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $26.4K.
  • iShares Currency Hedged MSCI EAFE ETF made up 5.41% of Delta Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Delta Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.