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SB
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
New York
$871B AUM
31.28%
1-Year Est. Return
CCM
Coldstream Capital Management
Bellevue, Washington
$8.12B AUM
17.95%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PCIG
Partners Capital Investment Group
Boston, Massachusetts
$2.65B AUM
16.42%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
DWM
Dynasty Wealth Management
St. Petersburg, Florida
$11.5B AUM
15.23%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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