FFA
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Farther Finance Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Farther Finance 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 		$9.45M Sell
201,394
-6,171
-3% -$278K 0.07% 234
2026
Q1 		$8.95M Sell
207,565
-15,216
-7% -$656K 0.08% 213
2025
Q4 		$9.21M Buy
222,781
+6,672
+3% +$273K 0.1% 177
2025
Q3 		$8.56M Sell
216,109
-54,314
-20% -$2.09M 0.13% 133
2025
Q2 		$10.3M Sell
270,423
-99,877
-27% -$3.65M 0.21% 98
2025
Q1 		$13.5M Buy
370,300
+58,695
+19% +$2.14M 0.34% 54
2024
Q4 		$10.8M Sell
311,605
-19,625
-6% -$691K 0.39% 53
2024
Q3 		$11.7M Sell
331,230
-46,282
-12% -$1.61M 0.44% 42
2024
Q2 		$13.5M Buy
377,512
+10,403
+3% +$365K 0.65% 25
2024
Q1 		$12.8M Sell
367,109
-15,425
-4% -$508K 0.78% 17
2023
Q4 		$12.1M Buy
382,534
+346,547
+963% +$10.6M 0.87% 16
2023
Q3 		$1.08M Buy
35,987
+35,139
+4,144% +$1.06M 0.17% 109
2023
Q2 		$26.3K Hold
848
– – 0.01% 905
2023
Q1 		$25K Hold
848
– – 0.01% 832
2022
Q4 		$22.9K Buy
+848
New +$26K 0.01% 691

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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Farther Finance Advisors's HEFA Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3% in Q2 2026, selling an estimated $278K and leaving 201,394 shares worth $9.45M. The position accounts for 0.07% of the portfolio, ranked #234.

Farther Finance Advisors first reported a position in HEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.5M in Q1 2025. 111 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Farther Finance Advisors held 201,394 shares of iShares Currency Hedged MSCI EAFE ETF worth $9.45M as of Q2 2026.
  • Farther Finance Advisors sold 6,171 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $278K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #234 holding.
  • Farther Finance Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $13.5M in Q1 2025.
  • 111 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.