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

Cypress 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	$417K	Sell	8,886 -43	-0.5%	-$1.94K	0.1%	69
2026 Q1	$379K	Sell	8,929 -66	-0.7%	-$2.84K	0.1%	70
2025 Q4	$374K	Sell	8,995 -34	-0.4%	-$1.39K	0.1%	74
2025 Q3	$358K	Buy	9,029 +26	+0.3%	+$1K	0.11%	63
2025 Q2	$342K	Buy	+9,003	New	+$329K	0.11%	63
2025 Q1	–	Sell	-9,237	Closed	-$321K	–	84
2024 Q4	$321K	Sell	9,237 -15	-0.2%	-$528	0.12%	60
2024 Q3	$328K	Buy	9,252 +14	+0.2%	+$487	0.12%	55
2024 Q2	$328K	Sell	9,238 -34	-0.4%	-$1.19K	0.14%	55
2024 Q1	$323K	Sell	9,272 -340	-4%	-$11.2K	0.15%	50
2023 Q4	$302K	Sell	9,612 -1,760	-15%	-$53.6K	0.27%	25
2023 Q3	$342K	Sell	11,372 -400	-3%	-$12.1K	0.2%	42
2023 Q2	$358K	Sell	11,772 -173	-1%	-$5.24K	0.2%	42
2023 Q1	$353K	Hold	11,945	–	–	0.22%	41
2022 Q4	$328K	Sell	11,945 -165	-1%	-$5.05K	0.22%	42
2022 Q3	$362K	Sell	12,110 -644	-5%	-$20.5K	0.26%	37
2022 Q2	$406K	Buy	+12,754	New	+$423K	0.28%	36

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

Cypress Financial Planning's HEFA Position: Q2 2026 in Review

Cypress Financial Planning reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.48% in Q2 2026, selling an estimated $1.94K and leaving 8,886 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #69.

Cypress Financial Planning first reported a position in HEFA in Q2 2022 and has held it in 16 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Cypress Financial Planning held 8,886 shares of iShares Currency Hedged MSCI EAFE ETF worth $417K as of Q2 2026.
Cypress Financial Planning sold 43 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.94K.
iShares Currency Hedged MSCI EAFE ETF made up 0.1% of Cypress Financial Planning's portfolio in Q2 2026, its #69 holding.
Cypress Financial Planning first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.