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Strategic Blueprint’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Strategic Blueprint’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 		$680K Sell
14,501
-570
-4% -$25.6K 0.03% 380
2026
Q1 		$640K Sell
15,071
-1,137
-7% -$49K 0.04% 365
2025
Q4 		$670K Sell
16,208
-7,671
-32% -$314K 0.04% 347
2025
Q3 		$946K Buy
23,879
+733
+3% +$28.3K 0.04% 344
2025
Q2 		$879K Sell
23,146
-70,718
-75% -$2.59M 0.04% 322
2025
Q1 		$3.41M Sell
93,864
-77,949
-45% -$2.84M 0.19% 124
2024
Q4 		$5.97M Sell
171,813
-18,359
-10% -$647K 0.35% 72
2024
Q3 		$6.74M Sell
190,172
-59,815
-24% -$2.08M 0.42% 58
2024
Q2 		$8.89M Buy
249,987
+13,514
+6% +$474K 0.6% 39
2024
Q1 		$8.25M Buy
236,473
+81,337
+52% +$2.68M 0.59% 40
2023
Q4 		$4.89M Sell
155,136
-5,809
-4% -$177K 0.4% 59
2023
Q3 		$4.84M Sell
160,945
-9,078
-5% -$275K 0.45% 51
2023
Q2 		$5.27M Buy
+170,023
New +$5.15M 0.5% 46
2021
Q3 		– Sell
-1,131
Closed -$39K – 788
2021
Q2 		$39K Buy
+1,131
New +$38.4K 0.01% 678
2020
Q1 		– Sell
-16,080
Closed -$491K – 131
2019
Q4 		$491K Sell
16,080
-1,680
-9% -$51.3K 0.34% 48
2019
Q3 		$532K Sell
17,760
-4,425
-20% -$129K 0.4% 41
2019
Q2 		$662K Sell
22,185
-11,293
-34% -$332K 0.56% 42
2019
Q1 		$967K Buy
+33,478
New +$931K 0.88% 40

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Blueprint's HEFA Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.8% in Q2 2026, selling an estimated $25.6K and leaving 14,501 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #380.

Strategic Blueprint first reported a position in HEFA in Q1 2019 and has held it in 18 quarters since. The position peaked at $8.89M in Q2 2024. 452 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Strategic Blueprint held 14,501 shares of iShares Currency Hedged MSCI EAFE ETF worth $680K as of Q2 2026.
  • Strategic Blueprint sold 570 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $25.6K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #380 holding.
  • Strategic Blueprint first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and has held it in 18 quarters since.
  • Strategic Blueprint's iShares Currency Hedged MSCI EAFE ETF position peaked at $8.89M in Q2 2024.
  • 452 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.