Golden State Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Golden State 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	$236K	Sell	5,564 -1,731	-24%	-$74.6K	0.03%	365
2025 Q4	$302K	Sell	7,295 -2,140	-23%	-$87.7K	0.03%	325
2025 Q3	$374K	Sell	9,435 -995	-10%	-$38.4K	0.04%	289
2025 Q2	$396K	Buy	10,430 +2,885	+38%	+$105K	0.05%	277
2025 Q1	$274K	Buy	7,545 +5,304	+237%	+$193K	0.04%	301
2024 Q4	$77.9K	Buy	+2,241	New	+$78.9K	0.01%	478
2020 Q2	–	Sell	-850	Closed	-$21K	–	499
2020 Q1	$21K	Buy	+850	New	+$24.2K	0.01%	492
2019 Q4	–	Sell	-850	Closed	-$25K	–	428
2019 Q3	$25K	Buy	850 +265	+45%	+$7.74K	0.01%	575
2019 Q2	$17K	Hold	585	–	–	0.01%	643
2019 Q1	$17K	Buy	+585	New	+$16.3K	0.01%	660

Other funds holding HEFA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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