FFA
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Founders Financial Alliance’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Founders Financial Alliance’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 		$79.9K Sell
1,702
-1,092
-39% -$49.1K 0.01% 522
2026
Q1 		$119K Buy
2,794
+198
+8% +$8.53K 0.02% 441
2025
Q4 		$107K Sell
2,596
-525
-17% -$21.5K 0.02% 387
2025
Q3 		$124K Buy
3,121
+342
+12% +$13.2K 0.02% 421
2025
Q2 		$105K Sell
2,779
-218
-7% -$7.97K 0.02% 348
2025
Q1 		$109K Sell
2,997
-57
-2% -$2.08K 0.03% 377
2024
Q4 		$106K Hold
3,054
– – 0.03% 320
2024
Q3 		$108K Buy
3,054
+340
+13% +$11.8K 0.03% 324
2024
Q2 		$96.5K Sell
2,714
-75
-3% -$2.63K 0.03% 321
2024
Q1 		$97.3K Buy
2,789
+1,211
+77% +$39.9K 0.03% 322
2023
Q4 		$49.7K Hold
1,578
– – 0.02% 340
2023
Q3 		$47.5K Hold
1,578
– – 0.02% 326
2023
Q2 		$48.9K Sell
1,578
-76
-5% -$2.3K 0.02% 346
2023
Q1 		$48.7K Sell
1,654
-342
-17% -$9.87K 0.02% 302
2022
Q4 		$53.9K Hold
1,996
– – 0.02% 318
2022
Q3 		$60K Sell
1,996
-2,401
-55% -$76.5K 0.03% 301
2022
Q2 		$140K Hold
4,397
– – 0.07% 235
2022
Q1 		$149K Hold
4,397
– – 0.07% 233
2021
Q4 		$155K Sell
4,397
-79
-2% -$2.79K 0.06% 266
2021
Q3 		$154K Buy
4,476
+28
+0.6% +$972 0.07% 244
2021
Q2 		$154K Hold
4,448
– – 0.07% 260
2021
Q1 		$149K Sell
4,448
-106
-2% -$3.38K 0.07% 242
2020
Q4 		$139K Hold
4,554
– – 0.08% 220
2020
Q3 		$127K Buy
+4,554
New +$126K 0.08% 217

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

Founders Financial Alliance's HEFA Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 39% in Q2 2026, selling an estimated $49.1K and leaving 1,702 shares worth $79.9K. The position accounts for 0.01% of the portfolio, ranked #522.

Founders Financial Alliance first reported a position in HEFA in Q3 2020 and has held it in 24 quarters since. The position peaked at $155K in Q4 2021. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Founders Financial Alliance held 1,702 shares of iShares Currency Hedged MSCI EAFE ETF worth $79.9K as of Q2 2026.
  • Founders Financial Alliance sold 1,092 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $49.1K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #522 holding.
  • Founders Financial Alliance first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Currency Hedged MSCI EAFE ETF position peaked at $155K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.