Hobbs Group Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Hobbs Group 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	$1.12M	Hold	23,955	–	–	0.3%	59
2026 Q1	$1.02M	Hold	23,955	–	–	0.3%	57
2025 Q4	$991K	Buy	23,955 +112	+0.5%	+$4.59K	0.3%	59
2025 Q3	$944K	Sell	23,843 -268	-1%	-$10.3K	0.29%	59
2025 Q2	$915K	Sell	24,111 -738	-3%	-$27K	0.31%	60
2025 Q1	$902K	Buy	24,849 +1,096	+5%	+$40K	0.34%	59
2024 Q4	$825K	Buy	23,753 +23,422	+7,076%	+$825K	0.31%	61
2024 Q3	$11.7K	Buy	+331	New	+$11.5K	﹤0.01%	407

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hobbs Group Advisors's HEFA Position: Q2 2026 in Review

Hobbs Group Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 23,955 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #59.

Hobbs Group Advisors first reported a position in HEFA in Q3 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Hobbs Group Advisors held 23,955 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.12M as of Q2 2026.
Hobbs Group Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.3% of Hobbs Group Advisors's portfolio in Q2 2026, its #59 holding.
Hobbs Group Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.