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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
Q3 		$1.31M Sell
28,273
-42
-0.1% -$1.97K 0.02% 590
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

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Independent Financial Group's HEFA Position: Q3 2026 in Review

Independent Financial Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.15% in Q3 2026, selling an estimated $1.97K and leaving 28,273 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #590.

Independent Financial Group first reported a position in HEFA in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2025. 37 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Independent Financial Group held 28,273 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.31M as of Q3 2026.
  • Independent Financial Group sold 42 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $1.97K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #590 holding.
  • Independent Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 10 quarters since.
  • Independent Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.49M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.