AlphaCore Capital
HEFA icon

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
Q3 		$9.5K Buy
206
+3
+1% +$140 ﹤0.01% 1630
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

AlphaCore Capital's HEFA Position: Q3 2026 in Review

AlphaCore Capital increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.5% in Q3 2026, buying an estimated $140 and bringing the position to 206 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

AlphaCore Capital first reported a position in HEFA in Q1 2025 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • AlphaCore Capital held 206 shares of iShares Currency Hedged MSCI EAFE ETF worth $9.5K as of Q3 2026.
  • AlphaCore Capital bought 3 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $140.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1630 holding.
  • AlphaCore Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.