IFG Advisory’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

IFG Advisory’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	$408K	Buy	+8,703	New	+$392K	0.01%	665
2026 Q1	–	Sell	-8,764	Closed	-$362K	–	562
2025 Q4	$362K	Buy	8,764 +177	+2%	+$7.25K	0.02%	584
2025 Q3	$340K	Buy	8,587 +442	+5%	+$17K	0.02%	603
2025 Q2	$309K	Sell	8,145 -9,613	-54%	-$351K	0.02%	601
2025 Q1	$644K	Buy	+17,758	New	+$647K	0.04%	384
2024 Q3	–	Sell	-17,534	Closed	-$623K	–	478
2024 Q2	$623K	Sell	17,534 -4,220	-19%	-$148K	0.04%	361
2024 Q1	$759K	Buy	+21,754	New	+$716K	0.06%	275

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

IFG Advisory's HEFA Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 8,703 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: IFG Advisory previously reported a position in HEFA as recently as Q4 2025.

IFG Advisory first reported a position in HEFA in Q1 2024 and has held it in 7 quarters since. The position peaked at $759K in Q1 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

IFG Advisory held 8,703 shares of iShares Currency Hedged MSCI EAFE ETF worth $408K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new IFG Advisory position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #665 holding.
IFG Advisory first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
IFG Advisory's iShares Currency Hedged MSCI EAFE ETF position peaked at $759K in Q1 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.