Flagstar Advisors
HEFA icon

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
Q3 		$2.62M Buy
56,445
+16,625
+42% +$778K 0.79% 40
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

Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Flagstar Advisors's HEFA Position: Q3 2026 in Review

Flagstar Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 42% in Q3 2026, buying an estimated $778K and bringing the position to 56,445 shares worth $2.62M. The position accounts for 0.79% of the portfolio, ranked #40.

Flagstar Advisors first reported a position in HEFA in Q3 2022 and has held it in 17 quarters since. 163 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Flagstar Advisors held 56,445 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.62M as of Q3 2026.
  • Flagstar Advisors bought 16,625 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $778K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.79% of Flagstar Advisors's portfolio in Q3 2026, its #40 holding.
  • Flagstar Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and has held it in 17 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.