Action Point Financial Planning’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Action Point Financial Planning’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	$297K	Buy	+6,322	New	+$284K	0.03%	358

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Action Point Financial Planning's HEFA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 6,322 shares worth $297K. The stake represents 0.03% of the portfolio and ranks #358 among its holdings.

449 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Action Point Financial Planning held 6,322 shares of iShares Currency Hedged MSCI EAFE ETF worth $297K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #358 holding.
449 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.