HHM Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

HHM Wealth 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	$1.22K	Buy	+26	New	+$1.17K	﹤0.01%	830

Other funds holding HEFA

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

HHM Wealth Advisors's HEFA Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 26 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings.

135 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

HHM Wealth Advisors held 26 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.22K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new HHM Wealth Advisors position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #830 holding.
135 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.