DAS
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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
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

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 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
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM