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

Regal 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
Q1 		$2.52M Sell
59,304
-366
-0.6% -$15.8K 0.15% 171
2025
Q4 		$2.47M Sell
59,670
-44,204
-43% -$1.81M 0.15% 161
2025
Q3 		$4.11M Buy
103,874
+3,579
+4% +$138K 0.27% 99
2025
Q2 		$3.81M Sell
100,295
-41,044
-29% -$1.5M 0.29% 91
2025
Q1 		$5.13M Buy
141,339
+45,948
+48% +$1.67M 0.41% 68
2024
Q4 		$3.31M Sell
95,391
-110,263
-54% -$3.88M 0.25% 112
2024
Q3 		$7.28M Sell
205,654
-237,450
-54% -$8.25M 0.51% 48
2024
Q2 		$15.8M Sell
443,104
-6,662
-1% -$234K 1.03% 15
2024
Q1 		$15.7M Buy
449,766
+109,522
+32% +$3.61M 1.07% 14
2023
Q4 		$10.7M Buy
340,244
+255,270
+300% +$7.78M 0.81% 25
2023
Q3 		$2.56M Buy
84,974
+16,938
+25% +$513K 0.22% 128
2023
Q2 		$2.11M Buy
68,036
+8,538
+14% +$259K 0.18% 138
2023
Q1 		$1.75M Buy
59,498
+15,379
+35% +$444K 0.15% 152
2022
Q4 		$1.19M Buy
44,119
+28,455
+182% +$872K 0.12% 170
2022
Q3 		$468K Buy
15,664
+2,940
+23% +$93.7K 0.05% 276
2022
Q2 		$405K Hold
12,724
– – 0.04% 318
2022
Q1 		$432K Buy
12,724
+679
+6% +$23.1K 0.04% 338
2021
Q4 		$426K Buy
+12,045
New +$425K 0.04% 358

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Regal Investment Advisors's HEFA Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.61% in Q1 2026, selling an estimated $15.8K and leaving 59,304 shares worth $2.52M. The position accounts for 0.15% of the portfolio, ranked #171.

Regal Investment Advisors first reported a position in HEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.8M in Q2 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Regal Investment Advisors held 59,304 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.52M as of Q1 2026.
  • Regal Investment Advisors sold 366 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $15.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.15% of Regal Investment Advisors's portfolio in Q1 2026, its #171 holding.
  • Regal Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Regal Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $15.8M in Q2 2024.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.