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 Q3	$395K	Sell	8,506 -197	-2%	-$9.22K	0.01%	690
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

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFG Advisory's HEFA Position: Q3 2026 in Review

IFG Advisory reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.3% in Q3 2026, selling an estimated $9.22K and leaving 8,506 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #690.

IFG Advisory first reported a position in HEFA in Q1 2024 and has held it in 8 quarters since. The position peaked at $759K in Q1 2024. 266 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

IFG Advisory held 8,506 shares of iShares Currency Hedged MSCI EAFE ETF worth $395K as of Q3 2026.
IFG Advisory sold 197 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $9.22K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #690 holding.
IFG Advisory first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
IFG Advisory's iShares Currency Hedged MSCI EAFE ETF position peaked at $759K in Q1 2024.
266 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.