IVC Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

IVC Wealth Advisors’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	$6.25M	Buy	133,119 +4,134	+3%	+$186K	2.44%	11
2026 Q1	$5.48M	Buy	128,985 +22,376	+21%	+$964K	2.38%	11
2025 Q4	$4.41M	Buy	106,609 +2,608	+3%	+$107K	1.92%	12
2025 Q3	$4.12M	Buy	104,001 +1,399	+1%	+$53.9K	1.84%	12
2025 Q2	$3.89M	Buy	102,602 +16,679	+19%	+$610K	1.9%	12
2025 Q1	$3.12M	Buy	+85,923	New	+$3.13M	1.68%	11

Other funds holding HEFA

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IVC Wealth Advisors's HEFA Position: Q2 2026 in Review

IVC Wealth Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.2% in Q2 2026, buying an estimated $186K and bringing the position to 133,119 shares worth $6.25M. The position accounts for 2.44% of the portfolio, ranked #11.

IVC Wealth Advisors first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

IVC Wealth Advisors held 133,119 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.25M as of Q2 2026.
IVC Wealth Advisors bought 4,134 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $186K.
iShares Currency Hedged MSCI EAFE ETF made up 2.44% of IVC Wealth Advisors's portfolio in Q2 2026, its #11 holding.
IVC Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.