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Cornerstone Planning Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cornerstone Planning Group’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 		$5.3M Buy
114,214
+4,043
+4% +$182K 0.67% 25
2026
Q1 		$4.87M Sell
110,171
-484
-0.4% -$20.9K 0.65% 26
2025
Q4 		$4.71M Buy
110,655
+5,091
+5% +$209K 0.73% 27
2025
Q3 		$4.33M Sell
105,564
-1,059
-1% -$40.8K 0.69% 25
2025
Q2 		$4.03M Buy
106,623
+5,510
+5% +$201K 0.82% 21
2025
Q1 		$3.57M Buy
101,113
+440
+0.4% +$16K 0.85% 18
2024
Q4 		$3.63M Buy
100,673
+1,331
+1% +$46.9K 0.89% 18
2024
Q3 		$3.51M Buy
99,342
+1,539
+2% +$53.5K 0.93% 18
2024
Q2 		$3.16M Buy
97,803
+884
+0.9% +$31K 0.91% 18
2024
Q1 		$3.36M Buy
96,919
+6,282
+7% +$207K 1.05% 16
2023
Q4 		$2.86M Buy
90,637
+13,899
+18% +$424K 0.94% 17
2023
Q3 		$2.31M Buy
76,738
+30,701
+67% +$929K 0.88% 18
2023
Q2 		$1.43M Buy
+46,037
New +$1.39M 0.56% 21
2022
Q4 		$1.26M Buy
+44,166
New +$1.35M 0.53% 36

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Cornerstone Planning Group's HEFA Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q2 2026, buying an estimated $182K and bringing the position to 114,214 shares worth $5.3M. The position accounts for 0.67% of the portfolio, ranked #25.

Cornerstone Planning Group first reported a position in HEFA in Q4 2022 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Cornerstone Planning Group held 114,214 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.3M as of Q2 2026.
  • Cornerstone Planning Group bought 4,043 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $182K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.67% of Cornerstone Planning Group's portfolio in Q2 2026, its #25 holding.
  • Cornerstone Planning Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.