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

JFS 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	$3.9K	Hold	83	–	–	﹤0.01%	1382
2026 Q1	$3.53K	Hold	83	–	–	﹤0.01%	1316
2025 Q4	$3.43K	Hold	83	–	–	﹤0.01%	1385
2025 Q3	$3.29K	Hold	83	–	–	﹤0.01%	1285
2025 Q2	$3.15K	Hold	83	–	–	﹤0.01%	1256
2025 Q1	$3.01K	Hold	83	–	–	﹤0.01%	1318
2024 Q4	$2.88K	Hold	83	–	–	﹤0.01%	1336
2024 Q3	$2.94K	Hold	83	–	–	﹤0.01%	1326
2024 Q2	$2.95K	Buy	+83	New	+$2.91K	﹤0.01%	1284

Other funds holding HEFA

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

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

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

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return