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

Networth 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 		$4.55K Sell
97
-17
-15% -$765 ﹤0.01% 239
2026
Q1 		$4.84K Hold
114
– – ﹤0.01% 245
2025
Q4 		$4.71K Buy
+114
New +$4.67K ﹤0.01% 199

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
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
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
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

Networth Advisors's HEFA Position: Q2 2026 in Review

Networth Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 15% in Q2 2026, selling an estimated $765 and leaving 97 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Networth Advisors first reported a position in HEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.84K in Q1 2026. 255 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Networth Advisors held 97 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.55K as of Q2 2026.
  • Networth Advisors sold 17 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $765.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #239 holding.
  • Networth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.84K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.