Financial Life Planners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Financial Life Planners’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 Q1	–	Sell	-198	Closed	-$6.87K	–	204
2024 Q4	$6.87K	Buy	+198	New	+$6.97K	0.01%	287

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Financial Life Planners's HEFA Position: Q1 2025 in Review

Financial Life Planners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 198 shares — an estimated $6.87K sold.

Financial Life Planners first reported a position in HEFA in Q4 2024 and held it in 1 quarter. The position peaked at $6.87K in Q4 2024. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

Financial Life Planners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 198 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $6.87K.
Financial Life Planners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
Financial Life Planners's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.87K in Q4 2024.
522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.