Turning Point Benefit Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Turning Point Benefit 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	-10,769	Closed	-$356K	–	112
2026 Q1	$356K	Buy	10,769 +6,045	+128%	+$260K	0.23%	72
2025 Q4	$195K	Sell	4,724 -622	-12%	-$25.5K	0.1%	90
2025 Q3	$213K	Sell	5,346 -5,020	-48%	-$193K	0.13%	81
2025 Q2	$393K	Sell	10,366 -3,695	-26%	-$135K	0.3%	56
2025 Q1	$456K	Sell	14,061 -11,987	-46%	-$437K	0.43%	37
2024 Q4	$905K	Buy	+26,048	New	+$918K	0.86%	17

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

Turning Point Benefit Group's HEFA Position: Q2 2026 in Review

Turning Point Benefit Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 10,769 shares — an estimated $356K sold.

Turning Point Benefit Group first reported a position in HEFA in Q4 2024 and held it in 6 quarters. The position peaked at $905K in Q4 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Turning Point Benefit Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Turning Point Benefit Group sold 10,769 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $356K.
Turning Point Benefit Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 6 quarters.
Turning Point Benefit Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $905K in Q4 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.