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Valmark Advisers’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Valmark Advisers’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 		$2.2M Sell
46,817
-2,906
-6% -$131K 0.02% 257
2026
Q1 		$2.11M Buy
49,723
+1,691
+4% +$72.9K 0.03% 241
2025
Q4 		$1.99M Buy
48,032
+15,287
+47% +$626K 0.02% 243
2025
Q3 		$1.3M Buy
32,745
+516
+2% +$19.9K 0.02% 293
2025
Q2 		$1.22M Buy
32,229
+1,775
+6% +$64.9K 0.02% 304
2025
Q1 		$1.11M Buy
30,454
+657
+2% +$23.9K 0.02% 298
2024
Q4 		$1.04M Buy
29,797
+809
+3% +$28.5K 0.02% 306
2024
Q3 		$1.03M Sell
28,988
-38
-0.1% -$1.32K 0.02% 299
2024
Q2 		$1.03M Buy
29,026
+6,417
+28% +$225K 0.02% 278
2024
Q1 		$789K Sell
22,609
-333
-1% -$11K 0.01% 308
2023
Q4 		$723K Buy
22,942
+1,618
+8% +$49.3K 0.01% 302
2023
Q3 		$642K Buy
21,324
+1,823
+9% +$55.2K 0.01% 287
2023
Q2 		$605K Sell
19,501
-1,999
-9% -$60.5K 0.01% 298
2023
Q1 		$634K Buy
21,500
+58
+0.3% +$1.67K 0.01% 286
2022
Q4 		$579K Buy
21,442
+99
+0.5% +$3.03K 0.01% 295
2022
Q3 		$638K Sell
21,343
-1,785
-8% -$56.9K 0.01% 252
2022
Q2 		$736K Buy
23,128
+12,296
+114% +$407K 0.01% 240
2022
Q1 		$368K Buy
+10,832
New +$368K 0.01% 339

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers's HEFA Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.8% in Q2 2026, selling an estimated $131K and leaving 46,817 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #257.

Valmark Advisers first reported a position in HEFA in Q1 2022 and has held it in 18 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Valmark Advisers held 46,817 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.2M as of Q2 2026.
  • Valmark Advisers sold 2,906 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $131K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #257 holding.
  • Valmark Advisers first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.