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 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 $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IFG Advisory's HEFA Position: Q1 2026 in Review

IFG Advisory sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 8,764 shares — an estimated $362K sold.

IFG Advisory first reported a position in HEFA in Q1 2024 and held it in 6 quarters. The position peaked at $759K in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

IFG Advisory reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 8,764 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $362K.
IFG Advisory first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 6 quarters.
IFG Advisory's iShares Currency Hedged MSCI EAFE ETF position peaked at $759K in Q1 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.