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 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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM