Creative Financial Designs’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Creative Financial Designs’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	$48.5K	Hold	1,034	–	–	﹤0.01%	1019
2026 Q1	$43.9K	Sell	1,034 -70	-6%	-$3.02K	﹤0.01%	936
2025 Q4	$45.7K	Hold	1,104	–	–	﹤0.01%	895
2025 Q3	$43.7K	Sell	1,104 -9	-0.8%	-$347	﹤0.01%	896
2025 Q2	$42.2K	Sell	1,113 -4,561	-80%	-$167K	﹤0.01%	922
2025 Q1	$206K	Buy	5,674 +3,989	+237%	+$145K	0.02%	431
2024 Q4	$58.6K	Sell	1,685 -1,792	-52%	-$63.1K	﹤0.01%	740
2024 Q3	$123K	Sell	3,477 -9,541	-73%	-$332K	0.01%	550
2024 Q2	$463K	Buy	13,018 +12,984	+38,188%	+$456K	0.04%	288
2024 Q1	$1.19K	Buy	+34	New	+$1.12K	﹤0.01%	1533
2022 Q4	–	Sell	-19,653	Closed	-$587K	–	1323
2022 Q3	$587K	Buy	19,653 +1,606	+9%	+$51.2K	0.1%	170
2022 Q2	$574K	Sell	18,047 -3,597	-17%	-$119K	0.09%	170
2022 Q1	$735K	Buy	21,644 +11,131	+106%	+$378K	0.11%	150
2021 Q4	$371K	Buy	10,513 +1,130	+12%	+$39.9K	0.06%	226
2021 Q3	$323K	Buy	9,383 +883	+10%	+$30.7K	0.05%	229
2021 Q2	$294K	Buy	8,500 +4,513	+113%	+$153K	0.05%	242
2021 Q1	$131K	Buy	+3,987	New	+$127K	0.03%	364
2020 Q3	–	Sell	-490	Closed	-$14K	–	1245
2020 Q2	$14K	Buy	+490	New	+$12.8K	﹤0.01%	675
2019 Q3	–	Sell	-867	Closed	-$25.3K	–	637
2019 Q2	$26K	Hold	867	–	–	0.01%	290
2019 Q1	$25K	Hold	867	–	–	0.02%	285
2018 Q4	$22K	Sell	867 -490	-36%	-$13.6K	0.02%	264
2018 Q3	$41K	Hold	1,357	–	–	0.02%	248
2018 Q2	$40K	Sell	1,357 -165	-11%	-$4.92K	0.02%	262
2018 Q1	$44K	Buy	+1,522	New	+$44.7K	0.03%	236

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

Creative Financial Designs's HEFA Position: Q2 2026 in Review

Creative Financial Designs held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 1,034 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Creative Financial Designs first reported a position in HEFA in Q1 2018 and has held it in 24 quarters since. The position peaked at $735K in Q1 2022. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Creative Financial Designs held 1,034 shares of iShares Currency Hedged MSCI EAFE ETF worth $48.5K as of Q2 2026.
Creative Financial Designs left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1019 holding.
Creative Financial Designs first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and has held it in 24 quarters since.
Creative Financial Designs's iShares Currency Hedged MSCI EAFE ETF position peaked at $735K in Q1 2022.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.