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

AlphaCore Capital’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	$9.5K	Hold	203	–	–	﹤0.01%	1398
2026 Q1	$8.61K	Hold	203	–	–	﹤0.01%	1117
2025 Q4	$8.38K	Buy	203 +4	+2%	+$164	﹤0.01%	1328
2025 Q3	$7.88K	Buy	199 +3	+2%	+$116	﹤0.01%	1002
2025 Q2	$7.42K	Hold	196	–	–	﹤0.01%	975
2025 Q1	$7.1K	Buy	+196	New	+$7.14K	﹤0.01%	699

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaCore Capital's HEFA Position: Q2 2026 in Review

AlphaCore Capital held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 203 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

AlphaCore Capital first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

AlphaCore Capital held 203 shares of iShares Currency Hedged MSCI EAFE ETF worth $9.5K as of Q2 2026.
AlphaCore Capital 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 AlphaCore Capital's portfolio in Q2 2026, its #1398 holding.
AlphaCore Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.