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

Aptus 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	$2.21K	Sell	47 -3,446	-99%	-$155K	﹤0.01%	1717
2026 Q1	$148K	Sell	3,493 -1	-0%	-$43	﹤0.01%	1063
2025 Q4	$145K	Sell	3,494 -137	-4%	-$5.61K	﹤0.01%	1091
2025 Q3	$144K	Sell	3,631 -546	-13%	-$21K	﹤0.01%	1035
2025 Q2	$159K	Sell	4,177 -618	-13%	-$22.6K	﹤0.01%	992
2025 Q1	$174K	Buy	4,795 +512	+12%	+$18.7K	﹤0.01%	921
2024 Q4	$149K	Buy	4,283 +750	+21%	+$26.4K	﹤0.01%	941
2024 Q3	$125K	Sell	3,533 -10	-0.3%	-$348	﹤0.01%	830
2024 Q2	$126K	Sell	3,543 -5	-0.1%	-$175	﹤0.01%	792
2024 Q1	$124K	Buy	+3,548	New	+$117K	﹤0.01%	793
2020 Q1	–	Sell	-40	Closed	-$1K	–	452
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	492
2019 Q3	$1K	Buy	+40	New	+$1.17K	﹤0.01%	467

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

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

Aptus Capital Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 99% in Q2 2026, selling an estimated $155K and leaving 47 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Aptus Capital Advisors first reported a position in HEFA in Q3 2019 and has held it in 12 quarters since. The position peaked at $174K in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Aptus Capital Advisors held 47 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.21K as of Q2 2026.
Aptus Capital Advisors sold 3,446 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $155K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1717 holding.
Aptus Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2019 and has held it in 12 quarters since.
Aptus Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $174K in Q1 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.