Affinity Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Affinity Capital Advisors’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 Q3	$226K	Sell	4,866 -1,505	-24%	-$70.4K	0.03%	204
2026 Q2	$298K	Sell	6,371 -761	-11%	-$34.2K	0.04%	153
2026 Q1	$303K	Sell	7,132 -1,174	-14%	-$50.6K	0.04%	131
2025 Q4	$344K	Sell	8,306 -589	-7%	-$24.1K	0.05%	120
2025 Q3	$356K	Buy	8,895 +1	+0%	+$39	0.05%	116
2025 Q2	$338K	Buy	8,894 +1,594	+22%	+$58.3K	0.06%	119
2025 Q1	$246K	Buy	+7,300	New	+$266K	0.05%	136

Other funds holding HEFA

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Affinity Capital Advisors's HEFA Position: Q3 2026 in Review

Affinity Capital Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 24% in Q3 2026, selling an estimated $70.4K and leaving 4,866 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #204.

Affinity Capital Advisors first reported a position in HEFA in Q1 2025 and has held it in 7 quarters since. The position peaked at $356K in Q3 2025. 214 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Affinity Capital Advisors held 4,866 shares of iShares Currency Hedged MSCI EAFE ETF worth $226K as of Q3 2026.
Affinity Capital Advisors sold 1,505 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $70.4K.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #204 holding.
Affinity Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
Affinity Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $356K in Q3 2025.
214 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.