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

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

Spectrum Planning & Advisory Services's HEFA Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 34% in Q2 2026, selling an estimated $221K and leaving 9,624 shares worth $452K. The position accounts for 0.2% of the portfolio, ranked #65.

Spectrum Planning & Advisory Services first reported a position in HEFA in Q2 2024 and has held it in 7 quarters since. The position peaked at $1M in Q2 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Spectrum Planning & Advisory Services held 9,624 shares of iShares Currency Hedged MSCI EAFE ETF worth $452K as of Q2 2026.
Spectrum Planning & Advisory Services sold 4,922 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $221K.
iShares Currency Hedged MSCI EAFE ETF made up 0.2% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #65 holding.
Spectrum Planning & Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
Spectrum Planning & Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $1M in Q2 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.