HGWM
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Horst & Graben Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Horst & Graben 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 		– Sell
-5,065
Closed -$209K – 197
2025
Q4 		$209K Sell
5,065
-214
-4% -$8.77K 0.03% 174
2025
Q3 		$209K Sell
5,279
-5,908
-53% -$228K 0.03% 175
2025
Q2 		$425K Sell
11,187
-73,673
-87% -$2.69M 0.07% 113
2025
Q1 		$3.08M Buy
+84,860
New +$3.09M 0.55% 37
2024
Q3 		– Sell
-116,793
Closed -$4.15M – 155
2024
Q2 		$4.15M Sell
116,793
-37,290
-24% -$1.31M 0.79% 24
2024
Q1 		$5.37M Buy
+154,083
New +$5.07M 1.09% 20

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Ameriprise
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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