Dynamic Advisor Solutions
HEFA icon

Dynamic Advisor Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$1.72M Hold
37,172
– – 0.05% 349
2026
Q2 		$1.74M Hold
37,172
– – 0.05% 361
2026
Q1 		$1.58M Sell
37,172
-43
-0.1% -$1.85K 0.05% 364
2025
Q4 		$1.54M Hold
37,215
– – 0.05% 357
2025
Q3 		$1.47M Hold
37,215
– – 0.04% 386
2025
Q2 		$1.41M Sell
37,215
-382
-1% -$14K 0.04% 370
2025
Q1 		$1.36M Buy
37,597
+9
+0% +$328 0.05% 352
2024
Q4 		$1.31M Sell
37,588
-2,994
-7% -$105K 0.06% 269
2024
Q3 		$1.44M Buy
40,582
+2,137
+6% +$74.3K 0.04% 367
2024
Q2 		$1.37M Sell
38,445
-780
-2% -$27.4K 0.04% 377
2024
Q1 		$1.37M Sell
39,225
-531
-1% -$17.5K 0.05% 373
2023
Q4 		$1.25M Buy
+39,756
New +$1.21M 0.05% 364
2020
Q1 		– Sell
-8,516
Closed -$260K – 537
2019
Q4 		$260K Buy
8,516
+435
+5% +$13.3K 0.04% 445
2019
Q3 		$242K Sell
8,081
-664
-8% -$19.4K 0.04% 417
2019
Q2 		$261K Buy
+8,745
New +$257K 0.04% 389
2018
Q4 		– Sell
-10,410
Closed -$312K – 422
2018
Q3 		$312K Sell
10,410
-19,526
-65% -$576K 0.06% 296
2018
Q2 		$886K Sell
29,936
-4,431
-13% -$132K 0.2% 140
2018
Q1 		$987K Buy
+34,367
New +$1.01M 0.25% 118

Other funds holding HEFA

BF
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

Dynamic Advisor Solutions's HEFA Position: Q3 2026 in Review

Dynamic Advisor Solutions held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 37,172 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #349.

Dynamic Advisor Solutions first reported a position in HEFA in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.74M in Q2 2026. 85 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Dynamic Advisor Solutions held 37,172 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.72M as of Q3 2026.
  • Dynamic Advisor Solutions left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #349 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.74M in Q2 2026.
  • 85 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.