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WealthPlan Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

WealthPlan Investment Management’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
2025
Q3 		– Sell
-25,119
Closed -$954K – 347
2025
Q2 		$954K Buy
+25,119
New +$918K 0.07% 182

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CCM
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Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
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QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthPlan Investment Management's HEFA Position: Q3 2025 in Review

WealthPlan Investment Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 25,119 shares — an estimated $954K sold.

WealthPlan Investment Management first reported a position in HEFA in Q2 2025 and held it in 1 quarter. The position peaked at $954K in Q2 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • WealthPlan Investment Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 25,119 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $954K.
  • WealthPlan Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $954K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.