Diversify Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$492K Buy
+10,577
New +$476K 0.01% 870
2026
Q1
Sell
-7,121
Closed -$308K 484
2025
Q4
$308K Buy
7,121
+87
+1% +$3.56K 0.01% 752
2025
Q3
$289K Buy
+7,034
New +$271K 0.01% 736
2025
Q2
Sell
-10,170
Closed -$366K 844
2025
Q1
$366K Buy
10,170
+3,432
+51% +$125K 0.02% 435
2024
Q4
$235K Sell
6,738
-7,697
-53% -$271K 0.01% 544
2024
Q3
$510K Sell
14,435
-6,667
-32% -$232K 0.03% 376
2024
Q2
$744K Buy
+21,102
New +$741K 0.04% 301

Other funds holding HEFA

Diversify Advisory Services's HEFA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 10,577 shares worth $492K. The stake represents 0.01% of the portfolio and ranks #870 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in HEFA as recently as Q4 2025.

Diversify Advisory Services first reported a position in HEFA in Q2 2024 and has held it in 7 quarters since. The position peaked at $744K in Q2 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Diversify Advisory Services held 10,577 shares of iShares Currency Hedged MSCI EAFE ETF worth $492K as of Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #870 holding.
  • Diversify Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
  • Diversify Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $744K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.