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

Pettinga Financial 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	$344K	Buy	+7,426	New	+$347K	0.06%	117
2024 Q3	–	Sell	-147,286	Closed	-$5.24M	–	119
2024 Q2	$5.24M	Sell	147,286 -9,710	-6%	-$341K	1.31%	22
2024 Q1	$5.48M	Buy	+156,996	New	+$5.17M	1.4%	22
2022 Q2	–	Sell	-47,960	Closed	-$1.63M	–	107
2022 Q1	$1.63M	Buy	47,960 +14,575	+44%	+$495K	0.41%	44
2021 Q4	$1.18M	Buy	+33,385	New	+$1.18M	0.29%	53
2019 Q1	–	Sell	-7,800	Closed	-$201K	–	95
2018 Q4	$201K	Buy	+7,800	New	+$217K	0.13%	85

Other funds holding HEFA

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 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

BIA

Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Pettinga Financial Advisors's HEFA Position: Q3 2026 in Review

Pettinga Financial Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2026: 7,426 shares worth $344K. The stake represents 0.06% of the portfolio and ranks #117 among its holdings. This is a return to the name: Pettinga Financial Advisors previously reported a position in HEFA as recently as Q2 2024.

Pettinga Financial Advisors first reported a position in HEFA in Q4 2018 and has held it in 6 quarters since. The position peaked at $5.48M in Q1 2024. 49 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Pettinga Financial Advisors held 7,426 shares of iShares Currency Hedged MSCI EAFE ETF worth $344K as of Q3 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Pettinga Financial Advisors position in Q3 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Pettinga Financial Advisors's portfolio in Q3 2026, its #117 holding.
Pettinga Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and has held it in 6 quarters since.
Pettinga Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.48M in Q1 2024.
49 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.