Game Plan Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Game Plan Financial Advisors’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	$10.3K	Buy	+220	New	+$9.9K	﹤0.01%	234
2026 Q1	–	Sell	-298	Closed	-$12.3K	–	363
2025 Q4	$12.3K	Buy	+298	New	+$12.2K	0.01%	196

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

Game Plan Financial Advisors's HEFA Position: Q2 2026 in Review

Game Plan Financial Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 220 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: Game Plan Financial Advisors previously reported a position in HEFA as recently as Q4 2025.

Game Plan Financial Advisors first reported a position in HEFA in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.3K in Q4 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Game Plan Financial Advisors held 220 shares of iShares Currency Hedged MSCI EAFE ETF worth $10.3K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Game Plan Financial Advisors position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #234 holding.
Game Plan Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
Game Plan Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $12.3K in Q4 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.