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Archer Investment Corporation’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Archer Investment Corporation’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 		– Sell
-143
Closed -$5.91K – 1243
2025
Q4 		$5.91K Hold
143
– – ﹤0.01% 829
2025
Q3 		$5.66K Hold
143
– – ﹤0.01% 836
2025
Q2 		$5.43K Hold
143
– – ﹤0.01% 820
2025
Q1 		$5.19K Hold
143
– – ﹤0.01% 811
2024
Q4 		$4.97K Buy
+143
New +$5.04K ﹤0.01% 824

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 $424B AUM 22.94% 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

Archer Investment Corporation's HEFA Position: Q1 2026 in Review

Archer Investment Corporation sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 143 shares — an estimated $5.91K sold.

Archer Investment Corporation first reported a position in HEFA in Q4 2024 and held it in 5 quarters. The position peaked at $5.91K in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Archer Investment Corporation reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Archer Investment Corporation sold 143 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $5.91K.
  • Archer Investment Corporation first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 5 quarters.
  • Archer Investment Corporation's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.91K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.