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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
Q3 		$7.56K Hold
163
– – ﹤0.01% 929
2026
Q2 		$7.65K Buy
+163
New +$7.33K ﹤0.01% 929
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

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Cape Investment Advisory's HEFA Position: Q3 2026 in Review

Cape Investment Advisory held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 163 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Cape Investment Advisory first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.6K in Q1 2025. 37 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Cape Investment Advisory held 163 shares of iShares Currency Hedged MSCI EAFE ETF worth $7.56K as of Q3 2026.
  • Cape Investment Advisory left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #929 holding.
  • Cape Investment Advisory first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • Cape Investment Advisory's iShares Currency Hedged MSCI EAFE ETF position peaked at $65.6K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.