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	0.41%	33
2025 Q1	$17.5M	Sell	482,788 -6,752	-1%	-$246K	0.49%	30
2024 Q4	$17M	Hold	489,540	–	–	0.48%	31
2024 Q3	$17.3M	Buy	489,540 +1,412	+0.3%	+$49.1K	0.5%	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

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

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return