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

Apella 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	$2.6M	Sell	56,080 -941	-2%	-$42.3K	0.04%	236
2026 Q1	$2.57M	Sell	57,021 -3,839	-6%	-$165K	0.04%	231
2025 Q4	$2.52M	Sell	60,860 -333	-0.5%	-$13.6K	0.05%	183
2025 Q3	$2.47M	Sell	61,193 -7,758	-11%	-$299K	0.05%	168
2025 Q2	$2.57M	Sell	68,951 -16,772	-20%	-$613K	0.07%	148
2025 Q1	$2.95M	Buy	+85,723	New	+$3.12M	0.1%	113

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

Apella Capital's HEFA Position: Q2 2026 in Review

Apella Capital reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.7% in Q2 2026, selling an estimated $42.3K and leaving 56,080 shares worth $2.6M. The position accounts for 0.04% of the portfolio, ranked #236.

Apella Capital first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.95M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Apella Capital held 56,080 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.6M as of Q2 2026.
Apella Capital sold 941 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $42.3K.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Apella Capital's portfolio in Q2 2026, its #236 holding.
Apella Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
Apella Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.95M in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

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