Larson Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Larson Financial 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
2026 Q2	$8.54K	Hold	182	–	–	﹤0.01%	2501
2026 Q1	$7.73K	Hold	182	–	–	﹤0.01%	2382
2025 Q4	$7.53K	Sell	182 -13	-7%	-$533	﹤0.01%	2276
2025 Q3	$7.72K	Sell	195 -263	-57%	-$10.1K	﹤0.01%	2153
2025 Q2	$17.4K	Buy	458 +434	+1,808%	+$15.9K	﹤0.01%	1553
2025 Q1	$871	Buy	24 +16	+200%	+$583	﹤0.01%	2425
2024 Q4	$278	Buy	+8	New	+$282	﹤0.01%	2357
2023 Q3	–	Sell	-20	Closed	-$620	–	1740
2023 Q2	$620	Hold	20	–	–	﹤0.01%	1419
2023 Q1	$589	Hold	20	–	–	﹤0.01%	1398
2022 Q4	$540	Hold	20	–	–	﹤0.01%	1363
2022 Q3	$1K	Buy	+20	New	+$637	﹤0.01%	1202
2020 Q4	–	Sell	-6	Closed	–	–	793
2020 Q3	$0	Hold	6	–	–	﹤0.01%	773
2020 Q2	$0	Buy	+6	New	+$157	﹤0.01%	712

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

Larson Financial Group's HEFA Position: Q2 2026 in Review

Larson Financial Group held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 182 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

Larson Financial Group first reported a position in HEFA in Q2 2020 and has held it in 13 quarters since. The position peaked at $17.4K in Q2 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Larson Financial Group held 182 shares of iShares Currency Hedged MSCI EAFE ETF worth $8.54K as of Q2 2026.
Larson Financial Group left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2501 holding.
Larson Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2020 and has held it in 13 quarters since.
Larson Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $17.4K in Q2 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.