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

Flagstar 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 		$1.87M Buy
39,820
+3,390
+9% +$153K 0.56% 51
2026
Q1 		$1.55M Sell
36,430
-7,519
-17% -$324K 0.56% 51
2025
Q4 		$1.82M Buy
43,949
+4,043
+10% +$166K 0.61% 45
2025
Q3 		$1.58M Buy
39,906
+988
+3% +$38.1K 0.48% 56
2025
Q2 		$1.48M Buy
38,918
+886
+2% +$32.4K 0.41% 65
2025
Q1 		$1.38M Buy
38,032
+7,203
+23% +$263K 0.35% 68
2024
Q4 		$1.07M Buy
30,829
+2,477
+9% +$87.2K 0.27% 83
2024
Q3 		$1M Buy
28,352
+5,199
+22% +$181K 0.25% 88
2024
Q2 		$823K Sell
23,153
-478
-2% -$16.8K 0.23% 97
2024
Q1 		$824K Buy
23,631
+2,312
+11% +$76.1K 0.23% 94
2023
Q4 		$672K Buy
21,319
+2,285
+12% +$69.7K 0.21% 97
2023
Q3 		$573K Buy
19,034
+779
+4% +$23.6K 0.22% 95
2023
Q2 		$566K Buy
18,255
+555
+3% +$16.8K 0.21% 92
2023
Q1 		$522K Sell
17,700
-7,418
-30% -$214K 0.19% 97
2022
Q4 		$678K Buy
25,118
+3,963
+19% +$121K 0.24% 85
2022
Q3 		$632K Buy
+21,155
New +$674K 0.24% 85

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagstar Advisors's HEFA Position: Q2 2026 in Review

Flagstar Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 9.3% in Q2 2026, buying an estimated $153K and bringing the position to 39,820 shares worth $1.87M. The position accounts for 0.56% of the portfolio, ranked #51.

Flagstar Advisors first reported a position in HEFA in Q3 2022 and has held it in 16 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Flagstar Advisors held 39,820 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.87M as of Q2 2026.
  • Flagstar Advisors bought 3,390 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $153K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.56% of Flagstar Advisors's portfolio in Q2 2026, its #51 holding.
  • Flagstar Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.