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Cape Investment Advisory’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cape Investment Advisory’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
-163
Closed -$6.74K – 615
2025
Q4 		$6.74K Hold
163
– – ﹤0.01% 840
2025
Q3 		$6.46K Sell
163
-90
-36% -$3.47K 0.01% 476
2025
Q2 		$9.6K Sell
253
-1,556
-86% -$56.9K ﹤0.01% 642
2025
Q1 		$65.6K Buy
1,809
+1,503
+491% +$54.8K 0.03% 303
2024
Q4 		$10.6K Sell
306
-43
-12% -$1.51K ﹤0.01% 571
2024
Q3 		$12.4K Sell
349
-508
-59% -$17.7K 0.01% 530
2024
Q2 		$30.5K Sell
857
-429
-33% -$15.1K 0.01% 369
2024
Q1 		$44.9K Buy
+1,286
New +$42.3K 0.02% 323

Other funds holding HEFA

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CCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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