SWP
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Strategic Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Strategic Wealth Partners’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
Q1 		$18.7K Sell
441
-3
-0.7% -$129 ﹤0.01% 723
2025
Q4 		$18.4K Sell
444
-1,146
-72% -$47K ﹤0.01% 721
2025
Q3 		$63K Buy
1,590
+1,144
+257% +$44.1K ﹤0.01% 510
2025
Q2 		$16.9K Buy
+446
New +$16.3K ﹤0.01% 686
2019
Q4 		– Sell
-246
Closed -$7 – 285
2019
Q3 		$7 Hold
246
– – ﹤0.01% 610
2019
Q2 		$7K Hold
246
– – ﹤0.01% 601
2019
Q1 		$7K Hold
246
– – ﹤0.01% 591
2018
Q4 		$7K Hold
246
– – ﹤0.01% 532
2018
Q3 		$7K Hold
246
– – ﹤0.01% 531
2018
Q2 		$7K Hold
246
– – ﹤0.01% 603
2018
Q1 		$7K Hold
246
– – ﹤0.01% 600
2017
Q4 		$8K Buy
+246
New +$7.3K ﹤0.01% 560

Other funds holding HEFA

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Goldman Sachs New York $761B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $376B 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return