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

Realta Investment 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	$21.2K	Hold	458	–	–	0.01%	289
2026 Q2	$21.5K	Hold	458	–	–	0.01%	293
2026 Q1	$19.5K	Hold	458	–	–	0.01%	282
2025 Q4	$18.9K	Hold	458	–	–	0.01%	279
2025 Q3	$18.1K	Hold	458	–	–	0.01%	265
2025 Q2	$17.4K	Hold	458	–	–	0.01%	257
2025 Q1	$16.6K	Hold	458	–	–	0.01%	263
2024 Q4	$16K	Buy	+458	New	+$16.1K	0.01%	287

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

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Realta Investment Advisors's HEFA Position: Q3 2026 in Review

Realta Investment Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 458 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #289.

Realta Investment Advisors first reported a position in HEFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.5K in Q2 2026. 70 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Realta Investment Advisors held 458 shares of iShares Currency Hedged MSCI EAFE ETF worth $21.2K as of Q3 2026.
Realta Investment Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #289 holding.
Realta Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Realta Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $21.5K in Q2 2026.
70 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.