Retirement Planning Group (New York)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Retirement Planning Group (New York)’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	$2.79M	Buy	59,555 +2,232	+4%	+$100K	1.52%	20
2026 Q1	$2.44M	Buy	57,323 +1,649	+3%	+$71K	1.57%	22
2025 Q4	$2.3M	Buy	55,674 +4,349	+8%	+$178K	1.57%	22
2025 Q3	$2.03M	Buy	51,325 +3,377	+7%	+$130K	1.52%	21
2025 Q2	$1.82M	Buy	47,948 +1,452	+3%	+$53.1K	1.6%	21
2025 Q1	$1.69M	Buy	46,496 +4,715	+11%	+$172K	1.72%	19
2024 Q4	$1.45M	Buy	+41,781	New	+$1.47M	1.6%	19

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

Retirement Planning Group (New York)'s HEFA Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.9% in Q2 2026, buying an estimated $100K and bringing the position to 59,555 shares worth $2.79M. The position accounts for 1.52% of the portfolio, ranked #20.

Retirement Planning Group (New York) first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Retirement Planning Group (New York) held 59,555 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.79M as of Q2 2026.
Retirement Planning Group (New York) bought 2,232 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $100K.
iShares Currency Hedged MSCI EAFE ETF made up 1.52% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #20 holding.
Retirement Planning Group (New York) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.