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Glass Jacobson Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Glass Jacobson Investment 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 		$375K Sell
7,984
-968
-11% -$43.6K 0.12% 150
2026
Q1 		$380K Sell
8,952
-230
-3% -$9.91K 0.13% 136
2025
Q4 		$380K Sell
9,182
-24
-0.3% -$983 0.14% 133
2025
Q3 		$365K Sell
9,206
-2,932
-24% -$113K 0.13% 136
2025
Q2 		$461K Buy
12,138
+771
+7% +$28.2K 0.18% 119
2025
Q1 		$395K Hold
11,367
– – 0.13% 171
2024
Q4 		$395K Buy
11,367
+6,501
+134% +$229K 0.13% 171
2024
Q3 		$172K Buy
4,866
+4,358
+858% +$151K 0.06% 234
2024
Q2 		$18.1K Buy
508
+248
+95% +$8.7K 0.01% 496
2024
Q1 		$9.07K Buy
+260
New +$8.56K ﹤0.01% 568

Other funds holding HEFA

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 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

Glass Jacobson Investment Advisors's HEFA Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 11% in Q2 2026, selling an estimated $43.6K and leaving 7,984 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #150.

Glass Jacobson Investment Advisors first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $461K in Q2 2025. 184 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Glass Jacobson Investment Advisors held 7,984 shares of iShares Currency Hedged MSCI EAFE ETF worth $375K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 968 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $43.6K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.12% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • Glass Jacobson Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $461K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.