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

Friedenthal Financial’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 		$5.64M Buy
120,140
+3,769
+3% +$170K 2.6% 6
2026
Q1 		$4.95M Buy
116,371
+4,274
+4% +$184K 2.48% 9
2025
Q4 		$4.64M Sell
112,097
-373
-0.3% -$15.3K 2.38% 8
2025
Q3 		$4.45M Buy
112,470
+111,269
+9,265% +$4.29M 2.3% 10
2025
Q2 		$45.6K Hold
1,201
– – 0.03% 149
2025
Q1 		$43.6K Buy
1,201
+1,191
+11,910% +$43.4K 0.03% 145
2024
Q4 		$348 Buy
+10
New +$352 ﹤0.01% 252

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
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Friedenthal Financial's HEFA Position: Q2 2026 in Review

Friedenthal Financial increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.2% in Q2 2026, buying an estimated $170K and bringing the position to 120,140 shares worth $5.64M. The position accounts for 2.6% of the portfolio, ranked #6.

Friedenthal Financial first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Friedenthal Financial held 120,140 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.64M as of Q2 2026.
  • Friedenthal Financial bought 3,769 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $170K.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.6% of Friedenthal Financial's portfolio in Q2 2026, its #6 holding.
  • Friedenthal Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.