Burkett Financial Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Burkett Financial 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	$1.21M	Sell	25,808 -705	-3%	-$31.7K	0.38%	21
2026 Q1	$1.13M	Sell	26,513 -901	-3%	-$38.8K	0.39%	23
2025 Q4	$1.13M	Sell	27,414 -603	-2%	-$24.7K	0.39%	24
2025 Q3	$1.11M	Buy	28,017 +92	+0.3%	+$3.55K	0.38%	22
2025 Q2	$1.06M	Sell	27,925 -1,223	-4%	-$44.7K	0.38%	23
2025 Q1	$1.06M	Sell	29,148 -636	-2%	-$23.2K	0.43%	20
2024 Q4	$1.04M	Buy	29,784 +355	+1%	+$12.5K	0.42%	21
2024 Q3	$1.04M	Sell	29,429 -297	-1%	-$10.3K	0.43%	19
2024 Q2	$1.06M	Sell	29,726 -2,436	-8%	-$85.5K	0.54%	16
2024 Q1	$1.12M	Sell	32,162 -1,961	-6%	-$64.6K	0.58%	17
2023 Q4	$1.08M	Buy	+34,123	New	+$1.04M	0.6%	16

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

Burkett Financial Services's HEFA Position: Q2 2026 in Review

Burkett Financial Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.7% in Q2 2026, selling an estimated $31.7K and leaving 25,808 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #21.

Burkett Financial Services first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Burkett Financial Services held 25,808 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.21M as of Q2 2026.
Burkett Financial Services sold 705 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $31.7K.
iShares Currency Hedged MSCI EAFE ETF made up 0.38% of Burkett Financial Services's portfolio in Q2 2026, its #21 holding.
Burkett Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.