EWM
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EPG Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

EPG Wealth Management’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
Q1 		$722 Hold
17
– – ﹤0.01% 317
2025
Q4 		$703 Hold
17
– – ﹤0.01% 315
2025
Q3 		$673 Hold
17
– – ﹤0.01% 316
2025
Q2 		$645 Hold
17
– – ﹤0.01% 308
2025
Q1 		$617 Hold
17
– – ﹤0.01% 414
2024
Q4 		$591 Hold
17
– – ﹤0.01% 422
2024
Q3 		$602 Buy
+17
New +$591 ﹤0.01% 419
2023
Q1 		– Sell
-69
Closed -$1.86K – 420
2022
Q4 		$1.86K Hold
69
– – ﹤0.01% 368
2022
Q3 		$2K Buy
+69
New +$2.2K ﹤0.01% 369

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CCM
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Ameriprise
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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return