Independent Advisor Alliance’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Independent Advisor Alliance’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	–	Sell	-237,809	Closed	-$10.1M	–	1298
2026 Q1	$10.1M	Buy	+237,809	New	+$10.2M	0.11%	168
2025 Q1	–	Sell	-79,136	Closed	-$2.75M	–	1045
2024 Q4	$2.75M	Buy	+79,136	New	+$2.79M	0.04%	430
2023 Q1	–	Sell	-7,800	Closed	-$211K	–	680
2022 Q4	$211K	Sell	7,800 -372	-5%	-$11.4K	0.07%	143
2022 Q3	$244K	Hold	8,172	–	–	0.01%	537
2022 Q2	$260K	Sell	8,172 -1,130	-12%	-$37.4K	0.01%	517
2022 Q1	$316K	Hold	9,302	–	–	0.02%	498
2021 Q4	$329K	Hold	9,302	–	–	0.02%	498
2021 Q3	$320K	Buy	+9,302	New	+$323K	0.02%	476

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

Independent Advisor Alliance's HEFA Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 237,809 shares — an estimated $10.1M sold.

Independent Advisor Alliance first reported a position in HEFA in Q3 2021 and held it in 8 quarters. The position peaked at $10.1M in Q1 2026. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 237,809 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $10.1M.
Independent Advisor Alliance first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and held it in 8 quarters.
Independent Advisor Alliance's iShares Currency Hedged MSCI EAFE ETF position peaked at $10.1M in Q1 2026.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.