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Team Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Team Financial Group’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 		– Sell
-223
Closed -$9.46K – 138
2026
Q1 		$9.46K Hold
223
– – ﹤0.01% 199
2025
Q4 		$9.21K Sell
223
-54
-19% -$2.21K ﹤0.01% 188
2025
Q3 		$11K Buy
277
+4
+1% +$154 0.01% 183
2025
Q2 		$10.4K Buy
+273
New +$9.98K 0.01% 175

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

Team Financial Group's HEFA Position: Q2 2026 in Review

Team Financial Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 223 shares — an estimated $9.46K sold.

Team Financial Group first reported a position in HEFA in Q2 2025 and held it in 4 quarters. The position peaked at $11K in Q3 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Team Financial Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 223 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $9.46K.
  • Team Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $11K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.