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

Integrity 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 		$1.34M Buy
28,473
+154
+0.5% +$6.93K 0.04% 298
2026
Q1 		$1.2M Buy
28,319
+1,455
+5% +$62.7K 0.05% 267
2025
Q4 		$1.11M Buy
26,864
+139
+0.5% +$5.7K 0.04% 290
2025
Q3 		$1.06M Buy
26,725
+1,277
+5% +$49.2K 0.05% 244
2025
Q2 		$966K Sell
25,448
-100,675
-80% -$3.68M 0.05% 223
2025
Q1 		$4.58M Buy
+126,123
New +$4.6M 0.18% 109

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

Integrity Alliance's HEFA Position: Q2 2026 in Review

Integrity Alliance increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.54% in Q2 2026, buying an estimated $6.93K and bringing the position to 28,473 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #298.

Integrity Alliance first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.58M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Integrity Alliance held 28,473 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.34M as of Q2 2026.
  • Integrity Alliance bought 154 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $6.93K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Integrity Alliance's portfolio in Q2 2026, its #298 holding.
  • Integrity Alliance first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • Integrity Alliance's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.58M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.