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International Assets Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

International Assets Investment Management’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 		$1.31K Hold
28
– – ﹤0.01% 2171
2026
Q1 		$1.21K Hold
28
– – ﹤0.01% 2041
2025
Q4 		$1.16K Buy
+28
New +$1.15K ﹤0.01% 2025
2024
Q3 		– Sell
-2,055
Closed -$73.1K – 2111
2024
Q2 		$73.1K Buy
+2,055
New +$72.1K 0.01% 1044

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

International Assets Investment Management's HEFA Position: Q2 2026 in Review

International Assets Investment Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 28 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

International Assets Investment Management first reported a position in HEFA in Q2 2024 and has held it in 4 quarters since. The position peaked at $73.1K in Q2 2024. 222 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • International Assets Investment Management held 28 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.31K as of Q2 2026.
  • International Assets Investment Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2171 holding.
  • International Assets Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $73.1K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.