VisionPoint Advisory Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

VisionPoint Advisory Group’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	$617K	Sell	13,309 -1,272	-9%	-$59.5K	0.1%	209
2026 Q2	$684K	Sell	14,581 -1,600	-10%	-$72K	0.11%	205
2026 Q1	$688K	Sell	16,181 -637	-4%	-$27.4K	0.13%	183
2025 Q4	$696K	Buy	16,818 +3,294	+24%	+$135K	0.14%	169
2025 Q3	$536K	Sell	13,524 -152	-1%	-$5.86K	0.11%	199
2025 Q2	$519K	Buy	+13,676	New	+$500K	0.11%	185

Other funds holding HEFA

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VisionPoint Advisory Group's HEFA Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 8.7% in Q3 2026, selling an estimated $59.5K and leaving 13,309 shares worth $617K. The position accounts for 0.1% of the portfolio, ranked #209.

VisionPoint Advisory Group first reported a position in HEFA in Q2 2025 and has held it in 6 quarters since. The position peaked at $696K in Q4 2025. 128 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

VisionPoint Advisory Group held 13,309 shares of iShares Currency Hedged MSCI EAFE ETF worth $617K as of Q3 2026.
VisionPoint Advisory Group sold 1,272 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $59.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #209 holding.
VisionPoint Advisory Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $696K in Q4 2025.
128 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.