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

LVW 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 		– Sell
-6,321
Closed -$269K – 477
2026
Q1 		$269K Hold
6,321
– – 0.03% 355
2025
Q4 		$261K Hold
6,321
– – 0.03% 295
2025
Q3 		$250K Sell
6,321
-12,038
-66% -$464K 0.03% 303
2025
Q2 		$697K Sell
18,359
-1,731,559
-99% -$63.3M 0.08% 147
2025
Q1 		$63.5M Buy
1,749,918
+39,270
+2% +$1.43M 7.59% 2
2024
Q4 		$59.4M Buy
1,710,648
+23,520
+1% +$828K 7.16% 2
2024
Q3 		$59.8M Buy
1,687,128
+209,077
+14% +$7.27M 7.61% 2
2024
Q2 		$52.6M Buy
1,478,051
+1,435,672
+3,388% +$50.4M 7.68% 2
2024
Q1 		$1.48M Sell
42,379
-12,033
-22% -$396K 0.25% 69
2023
Q4 		$1.71M Sell
54,412
-2,628
-5% -$80.1K 0.32% 53
2023
Q3 		$1.72M Buy
57,040
+1,049
+2% +$31.7K 0.35% 60
2023
Q2 		$1.74M Hold
55,991
– – 0.33% 68
2023
Q1 		$1.65M Buy
55,991
+230
+0.4% +$6.64K 0.32% 69
2022
Q4 		$1.51M Buy
55,761
+9,709
+21% +$297K 0.31% 76
2022
Q3 		$1.38M Buy
46,052
+1,127
+3% +$35.9K 0.31% 67
2022
Q2 		$1.43M Hold
44,925
– – 0.29% 69
2022
Q1 		$1.52M Hold
44,925
– – 0.26% 67
2021
Q4 		$1.59M Buy
44,925
+751
+2% +$26.5K 0.27% 68
2021
Q3 		$1.52M Buy
44,174
+608
+1% +$21.1K 0.26% 70
2021
Q2 		$1.51M Hold
43,566
– – 0.27% 67
2021
Q1 		$1.44M Buy
43,566
+368
+0.9% +$11.7K 0.28% 64
2020
Q4 		$1.32M Hold
43,198
– – 0.26% 63
2020
Q3 		$1.19M Buy
43,198
+585
+1% +$16.2K 0.26% 65
2020
Q2 		$1.18M Hold
42,613
– – 0.28% 59
2020
Q1 		$1.03M Buy
42,613
+482
+1% +$13.7K 0.27% 60
2019
Q4 		$1.29M Sell
42,131
-2,406
-5% -$73.4K 0.29% 64
2019
Q3 		$1.33M Sell
44,537
-1,887
-4% -$55.1K 0.33% 63
2019
Q2 		$1.38M Sell
46,424
-1,689
-4% -$49.6K 0.38% 53
2019
Q1 		$1.39M Sell
48,113
-278
-0.6% -$7.73K 0.37% 57
2018
Q4 		$1.25M Buy
48,391
+511
+1% +$14.2K 0.42% 52
2018
Q3 		$1.43M Buy
47,880
+2,735
+6% +$80.7K 0.4% 51
2018
Q2 		$1.34M Sell
45,145
-4,572
-9% -$136K 0.42% 52
2018
Q1 		$1.43M Buy
49,717
+501
+1% +$14.7K 0.44% 48
2017
Q4 		$1.46M Hold
49,216
– – 0.43% 48
2017
Q3 		$1.42M Sell
49,216
-48,452
-50% -$1.37M 0.57% 38
2017
Q2 		$2.75M Buy
97,668
+762
+0.8% +$21.5K 0.97% 23
2017
Q1 		$2.67M Buy
96,906
+48,914
+102% +$1.32M 0.96% 29
2016
Q4 		$1.25M Buy
47,992
+147
+0.3% +$3.73K 0.44% 44
2016
Q3 		$1.19M Buy
+47,845
New +$1.17M 0.39% 41

Other funds holding HEFA

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
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LVW Advisors's HEFA Position: Q2 2026 in Review

LVW Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 6,321 shares — an estimated $269K sold.

LVW Advisors first reported a position in HEFA in Q3 2016 and held it in 39 quarters. The position peaked at $63.5M in Q1 2025. 193 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • LVW Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 6,321 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $269K.
  • LVW Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and held it in 39 quarters.
  • LVW Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $63.5M in Q1 2025.
  • 193 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.