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

Legacy 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 		$453K Buy
+9,652
New +$434K 0.04% 195

Other funds holding HEFA

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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
RA
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

Legacy Advisors's HEFA Position: Q2 2026 in Review

Legacy Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 9,652 shares worth $453K. The stake represents 0.04% of the portfolio and ranks #195 among its holdings.

129 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Legacy Advisors held 9,652 shares of iShares Currency Hedged MSCI EAFE ETF worth $453K as of Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF was a new Legacy Advisors position in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #195 holding.
  • 129 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.