Fifth Third Securities’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Fifth Third Securities’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	$1.18M	Buy	25,365 +1,802	+8%	+$84.3K	0.06%	243
2026 Q2	$1.11M	Buy	23,563 +6,002	+34%	+$270K	0.06%	215
2026 Q1	$746K	Sell	17,561 -4,247	-19%	-$183K	0.05%	231
2025 Q4	$902K	Buy	21,808 +5,428	+33%	+$222K	0.06%	210
2025 Q3	$649K	Buy	16,380 +2,946	+22%	+$114K	0.04%	227
2025 Q2	$510K	Buy	+13,434	New	+$491K	0.04%	238

Other funds holding HEFA

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

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

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

Fifth Third Securities's HEFA Position: Q3 2026 in Review

Fifth Third Securities increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7.6% in Q3 2026, buying an estimated $84.3K and bringing the position to 25,365 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #243.

Fifth Third Securities first reported a position in HEFA in Q2 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Fifth Third Securities held 25,365 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.18M as of Q3 2026.
Fifth Third Securities bought 1,802 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $84.3K.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Fifth Third Securities's portfolio in Q3 2026, its #243 holding.
Fifth Third Securities first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
103 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Fifth Third Securities's 13F filing for Q3 2026, filed 21 Oct 2026.