Southland Equity Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Southland Equity Partners’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	$269K	Buy	+5,743	New	+$258K	0.05%	252

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 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 $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

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Southland Equity Partners's HEFA Position: Q2 2026 in Review

Southland Equity Partners opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 5,743 shares worth $269K. The stake represents 0.05% of the portfolio and ranks #252 among its holdings.

61 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Southland Equity Partners held 5,743 shares of iShares Currency Hedged MSCI EAFE ETF worth $269K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Southland Equity Partners position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #252 holding.
61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.