Financial Life Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Financial Life 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	$230K	Sell	4,903 -3,756	-43%	-$169K	0.07%	55
2026 Q1	$368K	Sell	8,659 -5,238	-38%	-$226K	0.11%	46
2025 Q4	$575K	Sell	13,897 -46,077	-77%	-$1.89M	0.18%	35
2025 Q3	$2.38M	Sell	59,974 -14,834	-20%	-$572K	0.76%	23
2025 Q2	$2.84M	Buy	74,808 +10,982	+17%	+$401K	0.97%	22
2025 Q1	$2.32M	Buy	63,826 +10,105	+19%	+$368K	0.86%	25
2024 Q4	$1.87M	Buy	53,721 +5,953	+12%	+$210K	0.7%	21
2024 Q3	$1.69M	Buy	47,768 +4,741	+11%	+$165K	0.64%	21
2024 Q2	$1.53M	Buy	+43,027	New	+$1.51M	0.62%	22

Other funds holding HEFA

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Financial Life Advisors's HEFA Position: Q2 2026 in Review

Financial Life Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 43% in Q2 2026, selling an estimated $169K and leaving 4,903 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #55.

Financial Life Advisors first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.84M in Q2 2025. 188 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Financial Life Advisors held 4,903 shares of iShares Currency Hedged MSCI EAFE ETF worth $230K as of Q2 2026.
Financial Life Advisors sold 3,756 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $169K.
iShares Currency Hedged MSCI EAFE ETF made up 0.07% of Financial Life Advisors's portfolio in Q2 2026, its #55 holding.
Financial Life Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Financial Life Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.84M in Q2 2025.
188 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.