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Paradigm Strategies in Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Paradigm Strategies in Wealth Management’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 		$17.9M Sell
380,965
-15,726
-4% -$708K 10.89% 4
2026
Q1 		$16.9M Sell
396,691
-37,877
-9% -$1.63M 11.44% 3
2025
Q4 		$18M Buy
434,568
+2,933
+0.7% +$120K 11.8% 3
2025
Q3 		$17.1M Buy
431,635
+2,957
+0.7% +$114K 10.95% 3
2025
Q2 		$16.3M Buy
428,678
+12,503
+3% +$457K 10.65% 4
2025
Q1 		$15.1M Buy
+416,175
New +$15.2M 10.18% 5

Other funds holding HEFA

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Paradigm Strategies in Wealth Management's HEFA Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4% in Q2 2026, selling an estimated $708K and leaving 380,965 shares worth $17.9M. The position accounts for 10.89% of the portfolio, ranked #4.

Paradigm Strategies in Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $18M in Q4 2025. 176 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 380,965 shares of iShares Currency Hedged MSCI EAFE ETF worth $17.9M as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 15,726 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $708K.
  • iShares Currency Hedged MSCI EAFE ETF made up 10.89% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Paradigm Strategies in Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • Paradigm Strategies in Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $18M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.