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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AlphaCore Capital's HEFA Position: Q1 2026 in Review

AlphaCore Capital held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 203 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

AlphaCore Capital first reported a position in HEFA in Q1 2025 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • AlphaCore Capital held 203 shares of iShares Currency Hedged MSCI EAFE ETF worth $8.61K as of Q1 2026.
  • AlphaCore Capital left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1117 holding.
  • AlphaCore Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.