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

WealthPLAN 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
2025 Q2	–	Sell	-9,380	Closed	-$340K	–	260
2025 Q1	$340K	Buy	+9,380	New	+$342K	0.05%	202
2024 Q3	–	Sell	-10,997	Closed	-$391K	–	274
2024 Q2	$391K	Sell	10,997 -7,792	-41%	-$273K	0.04%	228
2024 Q1	$655K	Buy	+18,789	New	+$619K	0.07%	179
2018 Q4	–	Sell	-22,764	Closed	-$624K	–	264
2018 Q3	$624K	Buy	+22,764	New	+$672K	0.11%	129

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

WealthPLAN Partners's HEFA Position: Q2 2025 in Review

WealthPLAN Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 9,380 shares — an estimated $340K sold.

WealthPLAN Partners first reported a position in HEFA in Q3 2018 and held it in 4 quarters. The position peaked at $655K in Q1 2024. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

WealthPLAN Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
WealthPLAN Partners sold 9,380 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $340K.
WealthPLAN Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2018 and held it in 4 quarters.
WealthPLAN Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $655K in Q1 2024.
458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on WealthPLAN Partners's 13F filing for Q2 2025, filed 28 Jul 2025.