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

WealthShield 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
Q1 		$21.7K Hold
510
– – ﹤0.01% 493
2025
Q4 		$21.1K Sell
510
-315
-38% -$12.9K ﹤0.01% 477
2025
Q3 		$32.7K Sell
825
-3,997
-83% -$154K ﹤0.01% 456
2025
Q2 		$183K Sell
4,822
-37,167
-89% -$1.36M 0.02% 336
2025
Q1 		$1.52M Buy
41,989
+36,196
+625% +$1.32M 0.2% 125
2024
Q4 		$201K Sell
5,793
-320
-5% -$11.3K 0.03% 283
2024
Q3 		$217K Sell
6,113
-48,786
-89% -$1.7M 0.03% 283
2024
Q2 		$1.95M Sell
54,899
-11,346
-17% -$398K 0.3% 93
2024
Q1 		$2.31M Buy
+66,245
New +$2.18M 0.37% 80

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CCM
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Envestnet Asset Management
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Ameriprise
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return