Hantz Financial Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Hantz Financial Services’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	$50K	Buy	1,060 +331	+45%	+$14.9K	﹤0.01%	1651
2026 Q1	$31K	Buy	+729	New	+$31.4K	﹤0.01%	1724
2025 Q2	–	Sell	-283	Closed	-$10K	–	2232
2025 Q1	$10K	Buy	+283	New	+$10.3K	﹤0.01%	960
2023 Q4	–	Sell	-55	Closed	-$2K	–	1162
2023 Q3	$2K	Hold	55	–	–	﹤0.01%	1016
2023 Q2	$2K	Hold	55	–	–	﹤0.01%	985
2023 Q1	$2K	Hold	55	–	–	﹤0.01%	991
2022 Q4	$1K	Sell	55 -351	-86%	-$10.8K	﹤0.01%	1020
2022 Q3	$12K	Hold	406	–	–	﹤0.01%	719
2022 Q2	$13K	Hold	406	–	–	﹤0.01%	708
2022 Q1	$14K	Sell	406 -387	-49%	-$13.2K	﹤0.01%	739
2021 Q4	$28K	Buy	793 +442	+126%	+$15.6K	﹤0.01%	595
2021 Q3	$12K	Hold	351	–	–	﹤0.01%	672
2021 Q2	$12K	Buy	+351	New	+$11.9K	﹤0.01%	670

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

Hantz Financial Services's HEFA Position: Q2 2026 in Review

Hantz Financial Services increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 45% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,060 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Hantz Financial Services first reported a position in HEFA in Q2 2021 and has held it in 13 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Hantz Financial Services held 1,060 shares of iShares Currency Hedged MSCI EAFE ETF worth $50K as of Q2 2026.
Hantz Financial Services bought 331 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $14.9K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1651 holding.
Hantz Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2021 and has held it in 13 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.