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NorthAvenue LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

NorthAvenue LLC’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 		$4.57K Hold
97
– – ﹤0.01% 180
2026
Q1 		$4.14K Hold
97
– – ﹤0.01% 162
2025
Q4 		$4.03K Buy
+97
New +$3.98K ﹤0.01% 170

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
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
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
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

NorthAvenue LLC's HEFA Position: Q2 2026 in Review

NorthAvenue LLC held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 97 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

NorthAvenue LLC first reported a position in HEFA in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • NorthAvenue LLC held 97 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.57K as of Q2 2026.
  • NorthAvenue LLC left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #180 holding.
  • NorthAvenue LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.