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Family Legacy Financial Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-412
Closed -$16.3K – 121
2025
Q3 		$16.3K Buy
+412
New +$15.9K 0.01% 141

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CCM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Family Legacy Financial Solutions's HEFA Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 412 shares — an estimated $16.3K sold.

Family Legacy Financial Solutions first reported a position in HEFA in Q3 2025 and held it in 1 quarter. The position peaked at $16.3K in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 412 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $16.3K.
  • Family Legacy Financial Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $16.3K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.