SIS
HEFA icon

Sound Income Strategies’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sound Income Strategies’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 		– Sell
-409
Closed -$17.7K – 1284
2026
Q1 		$17.7K Hold
409
– – ﹤0.01% 1241
2025
Q4 		$17.7K Hold
409
– – ﹤0.01% 1201
2025
Q3 		$16.6K Buy
409
+256
+167% +$9.87K ﹤0.01% 859
2025
Q2 		$5.82K Sell
153
-259
-63% -$9.47K ﹤0.01% 1053
2025
Q1 		$14.9K Sell
412
-611
-60% -$22.3K ﹤0.01% 792
2024
Q4 		$35.6K Sell
1,023
-5,811
-85% -$205K ﹤0.01% 550
2024
Q3 		$242K Buy
6,834
+218
+3% +$7.58K 0.02% 217
2024
Q2 		$235K Buy
6,616
+6,219
+1,566% +$218K 0.01% 212
2024
Q1 		$13.8K Buy
+397
New +$13.1K ﹤0.01% 669
2021
Q2 		– Sell
-102
Closed -$3.36K – 945
2021
Q1 		$3.36K Hold
102
– – ﹤0.01% 686
2020
Q4 		$3K Hold
102
– – ﹤0.01% 670
2020
Q3 		$3K Buy
102
+1
+1% +$28 ﹤0.01% 615
2020
Q2 		$3K Hold
101
– – ﹤0.01% 578
2020
Q1 		$2K Hold
101
– – ﹤0.01% 594
2019
Q4 		$3K Buy
101
+1
+1% +$31 ﹤0.01% 529
2019
Q3 		$3K Sell
100
-42
-30% -$1.23K ﹤0.01% 496
2019
Q2 		$4K Hold
142
– – ﹤0.01% 471
2019
Q1 		$4K Sell
142
-892
-86% -$24.8K ﹤0.01% 471
2018
Q4 		$27K Sell
1,034
-100
-9% -$2.78K 0.01% 194
2018
Q3 		$34K Sell
1,134
-285
-20% -$8.41K 0.02% 176
2018
Q2 		$42K Sell
1,419
-231
-14% -$6.89K 0.02% 131
2018
Q1 		$47K Buy
+1,650
New +$48.5K 0.03% 124

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Sound Income Strategies's HEFA Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 409 shares — an estimated $17.7K sold.

Sound Income Strategies first reported a position in HEFA in Q1 2018 and held it in 22 quarters. The position peaked at $242K in Q3 2024. 207 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 409 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $17.7K.
  • Sound Income Strategies first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and held it in 22 quarters.
  • Sound Income Strategies's iShares Currency Hedged MSCI EAFE ETF position peaked at $242K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.