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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
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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Affinity Capital Advisors's HEFA Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 11% in Q2 2026, selling an estimated $34.2K and leaving 6,371 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #153.

Affinity Capital Advisors first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $356K in Q3 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Affinity Capital Advisors held 6,371 shares of iShares Currency Hedged MSCI EAFE ETF worth $298K as of Q2 2026.
  • Affinity Capital Advisors sold 761 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $34.2K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #153 holding.
  • Affinity Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • Affinity Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $356K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.