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	2.12%	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	1.34%	10
2016 Q4	$8.95M	Buy	342,642 +78,888	+30%	+$2M	0.98%	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

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

Brookstone Capital Management's HEFA Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 22% in Q2 2026, buying an estimated $232K and bringing the position to 28,465 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #616.

Brookstone Capital Management first reported a position in HEFA in Q1 2016 and has held it in 21 quarters since. The position peaked at $26.4M in Q4 2017. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Brookstone Capital Management held 28,465 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.34M as of Q2 2026.
Brookstone Capital Management bought 5,147 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $232K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #616 holding.
Brookstone Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and has held it in 21 quarters since.
Brookstone Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $26.4M in Q4 2017.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.