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Noble Wealth Management PBC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Noble Wealth Management PBC’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 		$34.8K Hold
750
– – 0.02% 304
2026
Q2 		$35.2K Hold
750
– – 0.02% 320
2026
Q1 		$31.9K Hold
750
– – 0.02% 311
2025
Q4 		$31K Sell
750
-750
-50% -$30.7K 0.02% 323
2025
Q3 		$59.4K Buy
+1,500
New +$57.8K 0.03% 235
2025
Q1 		$54.4K Hold
1,500
– – 0.04% 202
2024
Q4 		$52.1K Buy
+1,500
New +$52.8K 0.04% 193

Other funds holding HEFA

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Noble Wealth Management PBC's HEFA Position: Q3 2026 in Review

Noble Wealth Management PBC held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 750 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #304.

Noble Wealth Management PBC first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.4K in Q3 2025. 18 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Noble Wealth Management PBC held 750 shares of iShares Currency Hedged MSCI EAFE ETF worth $34.8K as of Q3 2026.
  • Noble Wealth Management PBC left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Noble Wealth Management PBC's portfolio in Q3 2026, its #304 holding.
  • Noble Wealth Management PBC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares Currency Hedged MSCI EAFE ETF position peaked at $59.4K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.