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YANKCOM Partnership’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

YANKCOM Partnership’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 		$27.2K Hold
580
– – 0.01% 216
2026
Q1 		$24.6K Buy
+580
New +$25K 0.01% 218

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM

YANKCOM Partnership's HEFA Position: Q2 2026 in Review

YANKCOM Partnership held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 580 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #216.

YANKCOM Partnership first reported a position in HEFA in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • YANKCOM Partnership held 580 shares of iShares Currency Hedged MSCI EAFE ETF worth $27.2K as of Q2 2026.
  • YANKCOM Partnership left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of YANKCOM Partnership's portfolio in Q2 2026, its #216 holding.
  • YANKCOM Partnership first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.