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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Y-Intercept (HK)'s HEFA Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,528 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in HEFA as recently as Q3 2025.

Y-Intercept (HK) first reported a position in HEFA in Q3 2024 and has held it in 3 quarters since. The position peaked at $457K in Q3 2025. 160 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Y-Intercept (HK) held 4,528 shares of iShares Currency Hedged MSCI EAFE ETF worth $212K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1562 holding.
Y-Intercept (HK) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 3 quarters since.
Y-Intercept (HK)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $457K in Q3 2025.
160 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.