Valeo Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Valeo Financial Advisors’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	$1.76M	Buy	37,433 +575	+2%	+$25.9K	0.04%	206
2026 Q1	$1.57M	Sell	36,858 -396,907	-92%	-$17.1M	0.04%	191
2025 Q4	$17.9M	Hold	433,765	–	–	0.4%	34
2025 Q3	$17.2M	Hold	433,765	–	–	0.39%	33
2025 Q2	$16.5M	Sell	433,765 -49,023	-10%	-$1.79M	0.4%	33
2025 Q1	$17.5M	Sell	482,788 -6,752	-1%	-$246K	0.49%	30
2024 Q4	$17M	Hold	489,540	–	–	0.47%	31
2024 Q3	$17.3M	Buy	489,540 +1,412	+0.3%	+$49.1K	0.49%	27
2024 Q2	$17.4M	Buy	488,128 +190,154	+64%	+$6.67M	0.54%	27
2024 Q1	$10.3M	Sell	297,974 -1,875	-0.6%	-$61.7K	0.37%	34
2023 Q4	$9.45M	Buy	299,849 +10,340	+4%	+$315K	0.38%	33
2023 Q3	$8.71M	Buy	289,509 +133,998	+86%	+$4.06M	0.4%	33
2023 Q2	$4.82M	Buy	155,511 +8,676	+6%	+$263K	0.22%	60
2023 Q1	$4.33M	Buy	146,835 +95,125	+184%	+$2.75M	0.21%	71
2022 Q4	$1.4M	Buy	+51,710	New	+$1.58M	0.08%	153

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valeo Financial Advisors's HEFA Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.6% in Q2 2026, buying an estimated $25.9K and bringing the position to 37,433 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #206.

Valeo Financial Advisors first reported a position in HEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.9M in Q4 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Valeo Financial Advisors held 37,433 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.76M as of Q2 2026.
Valeo Financial Advisors bought 575 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $25.9K.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #206 holding.
Valeo Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Valeo Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $17.9M in Q4 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.