VFA
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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
Q3 		$1.62M Sell
34,822
-2,611
-7% -$122K 0.03% 214
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

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Valeo Financial Advisors's HEFA Position: Q3 2026 in Review

Valeo Financial Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7% in Q3 2026, selling an estimated $122K and leaving 34,822 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #214.

Valeo Financial Advisors first reported a position in HEFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $17.9M in Q4 2025. 23 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Valeo Financial Advisors held 34,822 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.62M as of Q3 2026.
  • Valeo Financial Advisors sold 2,611 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $122K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #214 holding.
  • Valeo Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Valeo Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $17.9M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.