Wealth Enhancement Advisory Services
HEFA icon

Wealth Enhancement Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.65M Sell
100,361
-56
-0.1% -$2.52K 0.01% 1055
2026
Q1 		$4.33M Sell
100,417
-29,991
-23% -$1.29M 0.01% 960
2025
Q4 		$5.53M Sell
130,408
-3,985
-3% -$163K 0.01% 964
2025
Q3 		$5.44M Sell
134,393
-1,967
-1% -$75.8K 0.01% 912
2025
Q2 		$5.12M Sell
136,360
-10,426
-7% -$381K 0.01% 887
2025
Q1 		$5.33M Buy
146,786
+9,641
+7% +$351K 0.01% 813
2024
Q4 		$4.77M Sell
137,145
-4,724
-3% -$166K 0.01% 818
2024
Q3 		$5.02M Sell
141,869
-180,961
-56% -$6.29M 0.01% 718
2024
Q2 		$11.5M Buy
322,830
+99,761
+45% +$3.5M 0.03% 444
2024
Q1 		$7.78M Buy
223,069
+10,252
+5% +$338K 0.02% 545
2023
Q4 		$6.71M Buy
212,817
+5,435
+3% +$166K 0.02% 527
2023
Q3 		$6.24M Buy
+207,382
New +$6.28M 0.02% 521

Other funds holding HEFA

CA
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
RA
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

Wealth Enhancement Advisory Services's HEFA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.06% in Q2 2026, selling an estimated $2.52K and leaving 100,361 shares worth $4.65M. The position accounts for 0.01% of the portfolio, ranked #1055.

Wealth Enhancement Advisory Services first reported a position in HEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.5M in Q2 2024. 111 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 100,361 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.65M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 56 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $2.52K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1055 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $11.5M in Q2 2024.
  • 111 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.