Want to track HEFA and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
iShares Currency Hedged MSCI EAFE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LV Leah Vaden Redwood Financial Network Corp. | 12,138 | $442,995.5 | $558,954.9 | $115,959.4 | 26.18% |
 Jeffrey Jones Cypress Financial Planning LLC | 8,886 | $337,355.46 | $409,200.3 | $71,844.84 | 21.3% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 256,973 | $9.11M | $11.83M | $2.72M | 29.86% |
 Alex Nunnamaker Schechter Investment Advisors LLC | 5,889 | $213,711.81 | $271,217.89 | $57,506.08 | 26.91% |
 Bert D. Barre Colonial Trust Co. / SC | 895 | $26,806.36 | $41,246.07 | $14,439.71 | 53.87% |
 Loni Adams Daymark Wealth Partners LLC | 5,897 | $250,593 | $271,763.24 | $21,170.24 | 8.45% |
 Jeffrey D. Munjack JDM Financial Group LLC | 296 | $12,580 | $13,641.16 | $1,061.16 | 8.44% |
| PDH Patrick D. Hayes Canopy Partners LLC | 11,970 | $423,977.79 | $551,637.45 | $127,659.66 | 30.11% |
| SS Stephen Smith Kestra Investment Management LLC | 20,493 | $738,498.46 | $944,419.9 | $205,921.44 | 27.88% |
 Kevin Gray Lodestar Private Asset Management LLC | 20,665 | $687,295.27 | $952,346.52 | $265,051.25 | 38.56% |
 Amy Ardeel Icon Wealth Advisors LLC | 14,296 | $518,801.84 | $659,260.04 | $140,458.2 | 27.07% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 8,952 | $314,669.52 | $412,821.48 | $98,151.96 | 31.19% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 33,274 | $1.21M | $1.54M | $327,502.74 | 27.09% |
| DE Dino Efthimiou Delta Wealth Advisors LLC | 161,372 | $5.92M | $7.4M | $1.49M | 25.11% |
 Melissa C. Anderson PCA Investment Advisory Services Inc. | 295,941 | $10.63M | $13.67M | $3.04M | 28.58% |
 Alexandra Stickelman Root Financial Partners, LLC | 31 | $1,228 | $1,429.25 | $201.25 | 16.39% |
 Courtney Holt Compound Planning, Inc. | 9,993 | $379,334.29 | $460,727.26 | $81,392.97 | 21.46% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 612 | $25,313 | $28,207.08 | $2,894.08 | 11.43% |
 Certus Wealth Management LLC Certus Wealth Management, LLC | 12,276 | $466,191.92 | $565,984.98 | $99,793.06 | 21.41% |
 Lars Phillips RAM Investment Partners, LLC | 6,270 | $266,444 | $288,984.3 | $22,540.3 | 8.46% |
