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

Mutual 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
Q3 		$4.72M Buy
101,686
+4,214
+4% +$197K 0.08% 232
2026
Q2 		$4.57M Buy
97,472
+4,783
+5% +$215K 0.09% 230
2026
Q1 		$3.94M Sell
92,689
-2,991
-3% -$129K 0.08% 230
2025
Q4 		$3.96M Sell
95,680
-22,090
-19% -$905K 0.08% 228
2025
Q3 		$4.81M Sell
117,770
-22,968
-16% -$885K 0.11% 188
2025
Q2 		$5.39M Buy
140,738
+10,992
+8% +$402K 0.13% 157
2025
Q1 		$4.65M Sell
129,746
-3,230
-2% -$118K 0.13% 157
2024
Q4 		$4.69M Buy
132,976
+2,662
+2% +$93.8K 0.14% 149
2024
Q3 		$4.58M Buy
130,314
+23,403
+22% +$813K 0.13% 145
2024
Q2 		$3.72M Buy
106,911
+33,200
+45% +$1.17M 0.11% 173
2024
Q1 		$2.57M Buy
73,711
+61,482
+503% +$2.02M 0.08% 223
2023
Q4 		$385K Buy
12,229
+2,244
+22% +$68.4K 0.01% 736
2023
Q3 		$301K Buy
9,985
+2,681
+37% +$81.1K 0.01% 774
2023
Q2 		$226K Buy
+7,304
New +$221K 0.01% 905

Other funds holding HEFA

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mutual Advisors's HEFA Position: Q3 2026 in Review

Mutual Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.3% in Q3 2026, buying an estimated $197K and bringing the position to 101,686 shares worth $4.72M. The position accounts for 0.08% of the portfolio, ranked #232.

Mutual Advisors first reported a position in HEFA in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.39M in Q2 2025. 401 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Mutual Advisors held 101,686 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.72M as of Q3 2026.
  • Mutual Advisors bought 4,214 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $197K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.08% of Mutual Advisors's portfolio in Q3 2026, its #232 holding.
  • Mutual Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and has held it in 14 quarters since.
  • Mutual Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.39M in Q2 2025.
  • 401 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.