VERITY Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

VERITY Wealth 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	$1.88M	Hold	40,000	–	–	1.13%	12
2026 Q1	$1.7M	Sell	40,000 -32,685	-45%	-$1.41M	1.14%	13
2025 Q4	$3.01M	Buy	72,685 +581	+0.8%	+$23.8K	1.87%	10
2025 Q3	$2.86M	Buy	72,104 +539	+0.8%	+$20.8K	1.8%	10
2025 Q2	$2.72M	Hold	71,565	–	–	1.82%	10
2025 Q1	$2.6M	Sell	71,565 -9,880	-12%	-$360K	1.92%	10
2024 Q4	$2.83M	Buy	81,445 +419	+0.5%	+$14.8K	2.04%	10
2024 Q3	$2.87M	Buy	81,026 +234	+0.3%	+$8.13K	2.02%	9
2024 Q2	$2.87M	Sell	80,792 -28	-0%	-$983	2.15%	9
2024 Q1	$2.82M	Sell	80,820 -8,317	-9%	-$274K	2.16%	8
2023 Q4	$2.81M	Hold	89,137	–	–	2.41%	8
2023 Q3	$2.68M	Sell	89,137 -4,268	-5%	-$129K	2.52%	6
2023 Q2	$2.9M	Sell	93,405 -6,058	-6%	-$183K	2.6%	6
2023 Q1	$2.93M	Buy	99,463 +195	+0.2%	+$5.63K	2.72%	5
2022 Q4	$2.68M	Buy	99,268 +8,237	+9%	+$252K	2.63%	5
2022 Q3	$2.72M	Buy	91,031 +956	+1%	+$30.5K	2.79%	6
2022 Q2	$2.87M	Sell	90,075 -1,843	-2%	-$61.1K	2.79%	6
2022 Q1	$3.12M	Sell	91,918 -1,471	-2%	-$50K	2.76%	6
2021 Q4	$3.3M	Sell	93,389 -2,175	-2%	-$76.8K	2.74%	6
2021 Q3	$3.29M	Buy	95,564 +537	+0.6%	+$18.6K	2.94%	6
2021 Q2	$3.29M	Sell	95,027 -1,999	-2%	-$67.9K	2.99%	6
2021 Q1	$3.2M	Sell	97,026 -13,706	-12%	-$437K	2.83%	8
2020 Q4	$3.37M	Sell	110,732 -4,476	-4%	-$131K	3.07%	8
2020 Q3	$3.17M	Sell	115,208 -9,396	-8%	-$261K	3.24%	8
2020 Q2	$3.44M	Sell	124,604 -1,171	-0.9%	-$30.7K	3.67%	6
2020 Q1	$3.04M	Sell	125,775 -40,435	-24%	-$1.15M	4.14%	6
2019 Q4	$5.07M	Sell	166,210 -8,215	-5%	-$251K	4.88%	7
2019 Q3	$5.22M	Sell	174,425 -9,545	-5%	-$279K	5.14%	6
2019 Q2	$5.49M	Sell	183,970 -34,546	-16%	-$1.01M	5.4%	5
2019 Q1	$6.31M	Buy	218,516 +1,015	+0.5%	+$28.2K	6.45%	3
2018 Q4	$5.61M	Buy	+217,501	New	+$6.05M	6.46%	3

Other funds holding HEFA

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

VERITY Wealth Advisors's HEFA Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 40,000 shares worth $1.88M. The position accounts for 1.13% of the portfolio, ranked #12.

VERITY Wealth Advisors first reported a position in HEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.31M in Q1 2019. 102 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

VERITY Wealth Advisors held 40,000 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.88M as of Q2 2026.
VERITY Wealth Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 1.13% of VERITY Wealth Advisors's portfolio in Q2 2026, its #12 holding.
VERITY Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
VERITY Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.31M in Q1 2019.
102 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.