Y-Intercept (HK)
HEFA icon

Y-Intercept (HK)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Y-Intercept (HK)’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 		– Sell
-4,528
Closed -$212K – 1779
2026
Q2 		$212K Buy
+4,528
New +$204K ﹤0.01% 1562
2025
Q4 		– Sell
-11,533
Closed -$457K – 1721
2025
Q3 		$457K Buy
+11,533
New +$445K 0.01% 1277
2024
Q4 		– Sell
-12,711
Closed -$450K – 1385
2024
Q3 		$450K Buy
+12,711
New +$442K 0.03% 829

Other funds holding HEFA

Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 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
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Denver PWM
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
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Y-Intercept (HK)'s HEFA Position: Q3 2026 in Review

Y-Intercept (HK) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2026, closing a stake of 4,528 shares — an estimated $212K sold.

Y-Intercept (HK) first reported a position in HEFA in Q3 2024 and held it in 3 quarters. The position peaked at $457K in Q3 2025. 172 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Y-Intercept (HK) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 4,528 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $212K.
  • Y-Intercept (HK) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and held it in 3 quarters.
  • Y-Intercept (HK)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $457K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.