Valmark Advisers
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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
Q3 		$2.19M Buy
47,148
+331
+0.7% +$15.5K 0.02% 261
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Valmark Advisers's HEFA Position: Q3 2026 in Review

Valmark Advisers increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.71% in Q3 2026, buying an estimated $15.5K and bringing the position to 47,148 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #261.

Valmark Advisers first reported a position in HEFA in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.2M in Q2 2026. 246 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Valmark Advisers held 47,148 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.19M as of Q3 2026.
  • Valmark Advisers bought 331 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $15.5K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Valmark Advisers's portfolio in Q3 2026, its #261 holding.
  • Valmark Advisers first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 19 quarters since.
  • Valmark Advisers's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.2M in Q2 2026.
  • 246 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.