Spectrum Planning & Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Spectrum Planning & Advisory 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 Q3	$448K	Buy	9,664 +40	+0.4%	+$1.87K	0.19%	76
2026 Q2	$452K	Sell	9,624 -4,922	-34%	-$221K	0.2%	65
2026 Q1	$618K	Sell	14,546 -89	-0.6%	-$3.83K	0.31%	50
2025 Q4	$605K	Buy	14,635 +216	+1%	+$8.85K	0.31%	56
2025 Q3	$571K	Buy	14,419 +709	+5%	+$27.3K	0.32%	56
2025 Q2	$520K	Buy	13,710 +4,871	+55%	+$178K	0.34%	52
2025 Q1	$321K	Buy	+8,839	New	+$322K	0.27%	52
2024 Q3	–	Sell	-28,190	Closed	-$1M	–	59
2024 Q2	$1M	Buy	+28,190	New	+$989K	0.97%	20

Other funds holding HEFA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Spectrum Planning & Advisory Services's HEFA Position: Q3 2026 in Review

Spectrum Planning & Advisory Services increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.42% in Q3 2026, buying an estimated $1.87K and bringing the position to 9,664 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #76.

Spectrum Planning & Advisory Services first reported a position in HEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1M in Q2 2024. 349 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Spectrum Planning & Advisory Services held 9,664 shares of iShares Currency Hedged MSCI EAFE ETF worth $448K as of Q3 2026.
Spectrum Planning & Advisory Services bought 40 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $1.87K.
iShares Currency Hedged MSCI EAFE ETF made up 0.19% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #76 holding.
Spectrum Planning & Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Spectrum Planning & Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $1M in Q2 2024.
349 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.