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GPS Wealth Strategies Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

GPS Wealth Strategies Group’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
-1,127
Closed -$44.6K – 980
2025
Q3 		$44.6K Buy
1,127
+797
+242% +$30.7K ﹤0.01% 702
2025
Q2 		$12.5K Buy
330
+30
+10% +$1.1K ﹤0.01% 972
2025
Q1 		$10.9K Hold
300
– – ﹤0.01% 974
2024
Q4 		$10.4K Hold
300
– – ﹤0.01% 938
2024
Q3 		$10.6K Hold
300
– – ﹤0.01% 936
2024
Q2 		$10.7K Buy
300
+100
+50% +$3.51K ﹤0.01% 901
2024
Q1 		$6.98K Hold
200
– – ﹤0.01% 929
2023
Q4 		$6.3K Hold
200
– – ﹤0.01% 934
2023
Q3 		$6.02K Hold
200
– – ﹤0.01% 941
2023
Q2 		$6.2K Buy
200
+100
+100% +$3.03K ﹤0.01% 940
2023
Q1 		$2.95K Buy
+100
New +$2.89K ﹤0.01% 1073

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
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

GPS Wealth Strategies Group's HEFA Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 1,127 shares — an estimated $44.6K sold.

GPS Wealth Strategies Group first reported a position in HEFA in Q1 2023 and held it in 11 quarters. The position peaked at $44.6K in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,127 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $44.6K.
  • GPS Wealth Strategies Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and held it in 11 quarters.
  • GPS Wealth Strategies Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $44.6K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.