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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
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

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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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

Realta Investment Advisors's HEFA Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 458 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #293.

Realta Investment Advisors first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Realta Investment Advisors held 458 shares of iShares Currency Hedged MSCI EAFE ETF worth $21.5K as of Q2 2026.
  • Realta Investment Advisors 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 Realta Investment Advisors's portfolio in Q2 2026, its #293 holding.
  • Realta Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.