Sharkey, Howes & Javer’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sharkey, Howes & Javer’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	$227K	Sell	4,831 -31	-0.6%	-$1.4K	0.03%	157
2026 Q1	$207K	Sell	4,862 -558	-10%	-$24K	0.03%	151
2025 Q4	$224K	Sell	5,420 -302	-5%	-$12.4K	0.03%	150
2025 Q3	$227K	Sell	5,722 -1,216	-18%	-$46.9K	0.03%	150
2025 Q2	$263K	Sell	6,938 -85,388	-92%	-$3.12M	0.04%	134
2025 Q1	$3.35M	Buy	92,326 +81,691	+768%	+$2.98M	0.48%	43
2024 Q4	$370K	Sell	10,635 -1,893	-15%	-$66.7K	0.05%	115
2024 Q3	$444K	Sell	12,528 -84,424	-87%	-$2.93M	0.06%	101
2024 Q2	$3.45M	Buy	96,952 +89,613	+1,221%	+$3.14M	0.56%	30
2024 Q1	$256K	Buy	+7,339	New	+$242K	0.04%	110
2018 Q2	–	Sell	-42	Closed	-$1K	–	207
2018 Q1	$1K	Buy	+42	New	+$1.23K	﹤0.01%	197
2015 Q4	–	Sell	-74	Closed	-$2K	–	257
2015 Q3	$2K	Buy	74 +1	+1%	+$26	﹤0.01%	211
2015 Q2	$2K	Buy	+73	New	+$2.07K	﹤0.01%	184

Other funds holding HEFA

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return