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

Brookstone Capital Management’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 		$1.34M Buy
28,465
+5,147
+22% +$232K 0.01% 616
2026
Q1 		$991K Buy
23,318
+1,869
+9% +$80.5K 0.01% 646
2025
Q4 		$887K Sell
21,449
-327
-2% -$13.4K 0.01% 658
2025
Q3 		$863K Buy
21,776
+1,199
+6% +$46.2K 0.01% 646
2025
Q2 		$781K Sell
20,577
-45,444
-69% -$1.66M 0.01% 632
2025
Q1 		$2.4M Buy
66,021
+46,509
+238% +$1.7M 0.03% 375
2024
Q4 		$678K Buy
19,512
+3,402
+21% +$120K 0.01% 619
2024
Q3 		$571K Sell
16,110
-40,523
-72% -$1.41M 0.01% 652
2024
Q2 		$2M Sell
56,633
-27,803
-33% -$976K 0.03% 368
2024
Q1 		$2.95M Buy
+84,436
New +$2.78M 0.05% 296
2018
Q4 		– Sell
-33,028
Closed -$989K – 345
2018
Q3 		$989K Sell
33,028
-830,411
-96% -$24.5M 0.08% 178
2018
Q2 		$25.6M Buy
863,439
+51,383
+6% +$1.53M 2.23% 6
2018
Q1 		$23.3M Sell
812,056
-76,042
-9% -$2.23M 2.13% 6
2017
Q4 		$26.4M Buy
888,098
+178,589
+25% +$5.3M 2.37% 5
2017
Q3 		$20.5M Sell
709,509
-215,136
-23% -$6.08M 1.86% 5
2017
Q2 		$26.3M Buy
924,645
+442,437
+92% +$12.5M 2.51% 4
2017
Q1 		$13.3M Buy
482,208
+139,566
+41% +$3.75M 1.35% 10
2016
Q4 		$8.95M Buy
342,642
+78,888
+30% +$2M 0.99% 25
2016
Q3 		$6.54M Buy
263,754
+120,121
+84% +$2.93M 0.72% 36
2016
Q2 		$3.44M Buy
143,633
+76,544
+114% +$1.84M 0.45% 75
2016
Q1 		$1.6M Buy
+67,089
New +$1.58M 0.24% 113

Other funds holding HEFA

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM