Independent Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Independent Financial Group’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	$1.33M	Buy	28,315 +364	+1%	+$16.4K	0.02%	584
2026 Q1	$1.19M	Buy	27,951 +162	+0.6%	+$6.98K	0.03%	567
2025 Q4	$1.15M	Sell	27,789 -9,872	-26%	-$405K	0.03%	568
2025 Q3	$1.49M	Buy	37,661 +2,639	+8%	+$102K	0.04%	473
2025 Q2	$1.33M	Buy	35,022 +8,233	+31%	+$301K	0.04%	456
2025 Q1	$972K	Buy	26,789 +5,908	+28%	+$215K	0.03%	489
2024 Q4	$726K	Buy	20,881 +13,315	+176%	+$469K	0.02%	572
2024 Q3	$268K	Sell	7,566 -759	-9%	-$26.4K	0.01%	924
2024 Q2	$296K	Buy	+8,325	New	+$292K	0.01%	845

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 Financial Group's HEFA Position: Q2 2026 in Review

Independent Financial Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.3% in Q2 2026, buying an estimated $16.4K and bringing the position to 28,315 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #584.

Independent Financial Group first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q3 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Independent Financial Group held 28,315 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.33M as of Q2 2026.
Independent Financial Group bought 364 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $16.4K.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #584 holding.
Independent Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.49M in Q3 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.