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Spire Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Spire Wealth Management’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 		$171K Sell
3,649
-2,211
-38% -$99.5K 0.01% 833
2026
Q1 		$249K Sell
5,860
-115
-2% -$4.95K 0.01% 717
2025
Q4 		$247K Sell
5,975
-76,921
-93% -$3.15M 0.01% 739
2025
Q3 		$3.28M Sell
82,896
-6,115
-7% -$236K 0.11% 158
2025
Q2 		$3.24M Sell
89,011
-24,199
-21% -$885K 0.12% 153
2025
Q1 		$4.11M Sell
113,210
-1,982
-2% -$72.2K 0.13% 145
2024
Q4 		$4M Sell
115,192
-926
-0.8% -$32.6K 0.12% 148
2024
Q3 		$4.11M Sell
116,118
-6,422
-5% -$223K 0.14% 134
2024
Q2 		$4.33M Sell
122,540
-31,440
-20% -$1.1M 0.15% 140
2024
Q1 		$31.8M Buy
153,980
+36,057
+31% +$1.19M 0.58% 34
2023
Q4 		$3.74M Sell
117,923
-1,853
-2% -$56.5K 0.12% 177
2023
Q3 		$3.61M Buy
119,776
+800
+0.7% +$24.2K 0.14% 166
2023
Q2 		$3.69M Buy
118,976
+8,017
+7% +$243K 0.14% 146
2023
Q1 		$3.27M Sell
110,959
-30,476
-22% -$880K 0.13% 153
2022
Q4 		$3.82M Sell
141,435
-6,107
-4% -$187K 0.21% 104
2022
Q3 		$4.41M Sell
147,542
-45,952
-24% -$1.46M 0.27% 88
2022
Q2 		$6.16M Sell
193,494
-95,147
-33% -$3.15M 0.25% 102
2022
Q1 		$9.81M Buy
288,641
+5,086
+2% +$173K 0.26% 107
2021
Q4 		$10M Buy
283,555
+658
+0.2% +$23.2K 0.22% 121
2021
Q3 		$9.73M Buy
282,897
+669
+0.2% +$23.2K 0.26% 110
2021
Q2 		$9.87M Buy
282,228
+85,164
+43% +$2.89M 0.27% 107
2021
Q1 		$6.5M Buy
+197,064
New +$6.28M 0.17% 135

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 $6.39B 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 $216M AUM 21.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM