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

PFG 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 		$955K Buy
20,341
+8,113
+66% +$365K 0.05% 387
2026
Q1 		$520K Buy
12,228
+595
+5% +$25.6K 0.03% 534
2025
Q4 		$481K Sell
11,633
-36,651
-76% -$1.5M 0.02% 538
2025
Q3 		$1.91M Sell
48,284
-1,413
-3% -$54.5K 0.08% 277
2025
Q2 		$1.89M Sell
49,697
-48,294
-49% -$1.77M 0.09% 209
2025
Q1 		$3.56M Buy
97,991
+46,483
+90% +$1.69M 0.2% 132
2024
Q4 		$1.79M Buy
51,508
+15,740
+44% +$554K 0.11% 206
2024
Q3 		$1.27M Buy
35,768
+9,852
+38% +$342K 0.08% 257
2024
Q2 		$921K Buy
+25,916
New +$909K 0.06% 308
2019
Q2 		– Sell
-7,203
Closed -$215K – 316
2019
Q1 		$215K Sell
7,203
-3,806
-35% -$106K 0.07% 263
2018
Q4 		$306K Sell
11,009
-24,547
-69% -$683K 0.1% 222
2018
Q3 		$992K Sell
35,556
-18,203
-34% -$537K 0.77% 32
2018
Q2 		$1.59M Sell
53,759
-13,444
-20% -$401K 1.4% 14
2018
Q1 		$1.93M Buy
67,203
+471
+0.7% +$13.8K 1.83% 11
2017
Q4 		$1.98M Buy
+66,732
New +$1.98M 2.08% 9

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM

PFG Advisors's HEFA Position: Q2 2026 in Review

PFG Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 66% in Q2 2026, buying an estimated $365K and bringing the position to 20,341 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #387.

PFG Advisors first reported a position in HEFA in Q4 2017 and has held it in 15 quarters since. The position peaked at $3.56M in Q1 2025. 60 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • PFG Advisors held 20,341 shares of iShares Currency Hedged MSCI EAFE ETF worth $955K as of Q2 2026.
  • PFG Advisors bought 8,113 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $365K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.05% of PFG Advisors's portfolio in Q2 2026, its #387 holding.
  • PFG Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and has held it in 15 quarters since.
  • PFG Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.56M in Q1 2025.
  • 60 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.