FA
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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

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