Vertex Planning Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Vertex Planning 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 Q2	$14.2M	Buy	301,850 +44,877	+17%	+$2.02M	2.1%	11
2026 Q1	$10.9M	Buy	256,973 +6,009	+2%	+$259K	2.12%	11
2025 Q4	$10.4M	Buy	250,964 +2,938	+1%	+$120K	2.41%	11
2025 Q3	$9.82M	Buy	248,026 +8,195	+3%	+$316K	1.88%	12
2025 Q2	$9.1M	Sell	239,831 -35,472	-13%	-$1.3M	1.9%	13
2025 Q1	$9.99M	Buy	275,303 +50,083	+22%	+$1.83M	2.18%	11
2024 Q4	$7.83M	Buy	+225,220	New	+$7.93M	1.73%	13
2024 Q3	–	Sell	-34,357	Closed	-$1.22M	–	161
2024 Q2	$1.22M	Sell	34,357 -12,198	-26%	-$428K	0.32%	42
2024 Q1	$1.62M	Buy	+46,555	New	+$1.53M	0.45%	34

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

Vertex Planning Partners's HEFA Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 17% in Q2 2026, buying an estimated $2.02M and bringing the position to 301,850 shares worth $14.2M. The position accounts for 2.1% of the portfolio, ranked #11.

Vertex Planning Partners first reported a position in HEFA in Q1 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Vertex Planning Partners held 301,850 shares of iShares Currency Hedged MSCI EAFE ETF worth $14.2M as of Q2 2026.
Vertex Planning Partners bought 44,877 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $2.02M.
iShares Currency Hedged MSCI EAFE ETF made up 2.1% of Vertex Planning Partners's portfolio in Q2 2026, its #11 holding.
Vertex Planning Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.