Stone Summit Wealth
HEFA icon

Stone Summit Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Stone Summit Wealth’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
Q3 		$461K Hold
9,935
– – 0.12% 96
2026
Q2 		$466K Sell
9,935
-748
-7% -$33.7K 0.12% 102
2026
Q1 		$454K Sell
10,683
-44,263
-81% -$1.91M 0.13% 96
2025
Q4 		$2.27M Sell
54,946
-3,251
-6% -$133K 0.62% 49
2025
Q3 		$2.31M Sell
58,197
-1,680
-3% -$64.8K 0.65% 50
2025
Q2 		$2.27M Sell
59,877
-1,414
-2% -$51.7K 0.7% 52
2025
Q1 		$2.22M Buy
61,291
+447
+0.7% +$16.3K 0.75% 47
2024
Q4 		$2.11M Buy
60,844
+2,259
+4% +$79.6K 0.71% 48
2024
Q3 		$2.08M Buy
58,585
+4,617
+9% +$160K 0.67% 51
2024
Q2 		$1.92M Buy
53,968
+2,143
+4% +$75.2K 0.69% 49
2024
Q1 		$1.81M Buy
51,825
+8,324
+19% +$274K 0.63% 55
2023
Q4 		$1.37M Buy
43,501
+6,283
+17% +$192K 0.53% 61
2023
Q3 		$1.12M Buy
37,218
+4,520
+14% +$137K 0.48% 67
2023
Q2 		$1.01M Buy
32,698
+5,367
+20% +$162K 0.42% 68
2023
Q1 		$805K Buy
+27,331
New +$789K 0.36% 74

Other funds holding HEFA

Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

Stone Summit Wealth's HEFA Position: Q3 2026 in Review

Stone Summit Wealth held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 9,935 shares worth $461K. The position accounts for 0.12% of the portfolio, ranked #96.

Stone Summit Wealth first reported a position in HEFA in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.31M in Q3 2025. 95 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Stone Summit Wealth held 9,935 shares of iShares Currency Hedged MSCI EAFE ETF worth $461K as of Q3 2026.
  • Stone Summit Wealth left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.12% of Stone Summit Wealth's portfolio in Q3 2026, its #96 holding.
  • Stone Summit Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
  • Stone Summit Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.31M in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.