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Retirement Wealth Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Retirement Wealth Solutions’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 		$198K Hold
4,218
– – 0.11% 54
2026
Q1 		$179K Hold
4,218
– – 0.11% 52
2025
Q4 		$174K Hold
4,218
– – 0.11% 54
2025
Q3 		$167K Sell
4,218
-4,046
-49% -$156K 0.11% 54
2025
Q2 		$314K Sell
8,264
-9,929
-55% -$363K 0.23% 43
2025
Q1 		$660K Buy
18,193
+10,531
+137% +$384K 0.53% 29
2024
Q4 		$268K Buy
+7,662
New +$270K 0.23% 43

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

Retirement Wealth Solutions's HEFA Position: Q2 2026 in Review

Retirement Wealth Solutions held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 4,218 shares worth $198K. The position accounts for 0.11% of the portfolio, ranked #54.

Retirement Wealth Solutions first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q1 2025. 61 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Retirement Wealth Solutions held 4,218 shares of iShares Currency Hedged MSCI EAFE ETF worth $198K as of Q2 2026.
  • Retirement Wealth Solutions left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.11% of Retirement Wealth Solutions's portfolio in Q2 2026, its #54 holding.
  • Retirement Wealth Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $660K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.