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

IFP 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 		$996K Buy
21,231
+536
+3% +$24.1K 0.02% 745
2026
Q1 		$879K Buy
20,695
+16,784
+429% +$723K 0.02% 743
2025
Q4 		$162K Sell
3,911
-65
-2% -$2.66K ﹤0.01% 1494
2025
Q3 		$157K Sell
3,976
-12,207
-75% -$470K ﹤0.01% 1412
2025
Q2 		$614K Buy
16,183
+1,544
+11% +$56.4K 0.02% 753
2025
Q1 		$531K Buy
14,639
+6,267
+75% +$228K 0.02% 749
2024
Q4 		$291K Sell
8,372
-10,774
-56% -$379K 0.01% 954
2024
Q3 		$678K Buy
19,146
+5,055
+36% +$176K 0.02% 585
2024
Q2 		$501K Buy
14,091
+11,512
+446% +$404K 0.02% 655
2024
Q1 		$90K Sell
2,579
-124
-5% -$4.08K ﹤0.01% 1337
2023
Q4 		$85.2K Buy
2,703
+1,957
+262% +$59.7K ﹤0.01% 1316
2023
Q3 		$22.5K Sell
746
-541
-42% -$16.4K ﹤0.01% 1883
2023
Q2 		$39.9K Buy
1,287
+518
+67% +$15.7K ﹤0.01% 1708
2023
Q1 		$23.1K Sell
769
-13,015
-94% -$376K ﹤0.01% 1955
2022
Q4 		$414K Buy
13,784
+1,676
+14% +$51.3K 0.01% 979
2022
Q3 		$365K Buy
12,108
+1,372
+13% +$43.7K 0.01% 1077
2022
Q2 		$325K Hold
10,736
– – 0.01% 1035
2022
Q1 		$325K Buy
10,736
+10,067
+1,505% +$342K 0.01% 1035
2021
Q4 		$24K Buy
669
+6
+0.9% +$212 ﹤0.01% 1862
2021
Q3 		$23K Buy
663
+7
+1% +$243 ﹤0.01% 1919
2021
Q2 		$23K Buy
656
+244
+59% +$8.29K ﹤0.01% 1871
2021
Q1 		$14K Sell
412
-4
-1% -$127 ﹤0.01% 1997
2020
Q4 		$14K Sell
416
-1,356
-77% -$39.6K ﹤0.01% 1927
2020
Q3 		$49K Buy
1,772
+1,253
+241% +$34.7K ﹤0.01% 1304
2020
Q2 		$15K Sell
519
-584
-53% -$15.3K ﹤0.01% 1665
2020
Q1 		$27K Sell
1,103
-256,774
-100% -$7.31M ﹤0.01% 1372
2019
Q4 		$7.94M Buy
257,877
+40,350
+19% +$1.23M 0.6% 28
2019
Q3 		$6.47M Buy
+217,527
New +$6.35M 0.43% 51
2019
Q1 		$6.75M Buy
234,029
+114,265
+95% +$3.18M 0.92% 17
2018
Q4 		$3.1M Sell
119,764
-47,571
-28% -$1.32M 0.19% 126
2018
Q3 		$5.01M Sell
167,335
-12,317
-7% -$364K 0.2% 111
2018
Q2 		$5.32M Buy
179,652
+136,100
+313% +$4.06M 0.22% 102
2018
Q1 		$1.29M Hold
43,552
– – 0.06% 326
2017
Q4 		$1.29M Buy
43,552
+2,594
+6% +$77K 0.06% 327
2017
Q3 		$1.19M Sell
40,958
-22,730
-36% -$642K 0.05% 393
2017
Q2 		$1.81M Buy
63,688
+25,622
+67% +$724K 0.08% 288
2017
Q1 		$1.05M Buy
38,066
+8,942
+31% +$240K 0.05% 414
2016
Q4 		$761K Buy
29,124
+561
+2% +$14.2K 0.04% 467
2016
Q3 		$709K Sell
28,563
-748
-3% -$18.2K 0.04% 459
2016
Q2 		$703K Sell
29,311
-204,718
-87% -$4.92M 0.04% 442
2016
Q1 		$6.75M Buy
234,029
+232,192
+12,640% +$5.48M 0.92% 17
2015
Q4 		$47K Buy
+1,837
New +$47.7K ﹤0.01% 1659

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's HEFA Position: Q2 2026 in Review

IFP Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.6% in Q2 2026, buying an estimated $24.1K and bringing the position to 21,231 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #745.

IFP Advisors first reported a position in HEFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.94M in Q4 2019. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • IFP Advisors held 21,231 shares of iShares Currency Hedged MSCI EAFE ETF worth $996K as of Q2 2026.
  • IFP Advisors bought 536 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $24.1K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #745 holding.
  • IFP Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $7.94M in Q4 2019.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.