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

Creative 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	$819K	Sell	17,459 -2,253	-11%	-$101K	﹤0.01%	2809
2026 Q1	$838K	Sell	19,712 -1,916	-9%	-$82.5K	﹤0.01%	2605
2025 Q4	$895K	Sell	21,628 -3,001	-12%	-$123K	﹤0.01%	2371
2025 Q3	$976K	Sell	24,629 -682	-3%	-$26.3K	﹤0.01%	2134
2025 Q2	$961K	Buy	25,311 +2,554	+11%	+$93.4K	﹤0.01%	1886
2025 Q1	$826K	Sell	22,757 -5,746	-20%	-$209K	﹤0.01%	1875
2024 Q4	$990K	Sell	28,503 -3,594	-11%	-$127K	﹤0.01%	1647
2024 Q3	$1.14M	Sell	32,097 -1,063	-3%	-$36.9K	﹤0.01%	1424
2024 Q2	$1.18M	Buy	33,160 +1,205	+4%	+$42.3K	﹤0.01%	1290
2024 Q1	$1.11M	Buy	31,955 +21,363	+202%	+$703K	﹤0.01%	1268
2023 Q4	$334K	Sell	10,592 -257	-2%	-$7.83K	﹤0.01%	2013
2023 Q3	$327K	Buy	10,849 +3,004	+38%	+$90.9K	﹤0.01%	1860
2023 Q2	$243K	Buy	7,845 +745	+10%	+$22.6K	﹤0.01%	2069
2023 Q1	$209K	Sell	7,100 -1,327	-16%	-$38.3K	﹤0.01%	2101
2022 Q4	$228K	Sell	8,427 -4,018	-32%	-$123K	﹤0.01%	1929
2022 Q3	$372K	Buy	12,445 +11,750	+1,691%	+$374K	﹤0.01%	1519
2022 Q2	$22K	Buy	+695	New	+$23K	﹤0.01%	2131
2019 Q2	–	Sell	-14,276	Closed	-$412K	–	2057
2019 Q1	$412K	Hold	14,276	–	–	﹤0.01%	1147
2018 Q4	$368K	Hold	14,276	–	–	﹤0.01%	1114
2018 Q3	$427K	Hold	14,276	–	–	﹤0.01%	1182
2018 Q2	$423K	Hold	14,276	–	–	﹤0.01%	1161
2018 Q1	$410K	Hold	14,276	–	–	﹤0.01%	1181
2017 Q4	$424K	Hold	14,276	–	–	﹤0.01%	1169
2017 Q3	$413K	Hold	14,276	–	–	﹤0.01%	1138
2017 Q2	$406K	Buy	+14,276	New	+$404K	﹤0.01%	1124
2017 Q1	–	Sell	-549	Closed	-$14K	–	4762
2016 Q4	$14K	Buy	+549	New	+$13.9K	﹤0.01%	3312
2016 Q3	–	Sell	-6,097	Closed	-$146K	–	4643
2016 Q2	$146K	Buy	+6,097	New	+$146K	﹤0.01%	1433
2015 Q4	–	Sell	-3,333	Closed	-$82K	–	4478
2015 Q3	$82K	Buy	+3,333	New	+$88K	﹤0.01%	1708

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 Planning's HEFA Position: Q2 2026 in Review

Creative Planning reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 11% in Q2 2026, selling an estimated $101K and leaving 17,459 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Creative Planning first reported a position in HEFA in Q3 2015 and has held it in 28 quarters since. The position peaked at $1.18M in Q2 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Creative Planning held 17,459 shares of iShares Currency Hedged MSCI EAFE ETF worth $819K as of Q2 2026.
Creative Planning sold 2,253 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $101K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2809 holding.
Creative Planning first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and has held it in 28 quarters since.
Creative Planning's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.18M in Q2 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.