Capital Advisory Group Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Capital Advisory Group Advisory Services’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
2025 Q4	–	Sell	-9,147	Closed	-$362K	–	174
2025 Q3	$362K	Buy	9,147 +1,254	+16%	+$48.3K	0.11%	138
2025 Q2	$300K	Buy	7,893 +184	+2%	+$6.73K	0.11%	141
2025 Q1	$280K	Buy	7,709 +688	+10%	+$25.1K	0.11%	141
2024 Q4	$244K	Buy	+7,021	New	+$247K	0.09%	155

Other funds holding HEFA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Capital Advisory Group Advisory Services's HEFA Position: Q4 2025 in Review

Capital Advisory Group Advisory Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 9,147 shares — an estimated $362K sold.

Capital Advisory Group Advisory Services first reported a position in HEFA in Q4 2024 and held it in 4 quarters. The position peaked at $362K in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Capital Advisory Group Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 9,147 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $362K.
Capital Advisory Group Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 4 quarters.
Capital Advisory Group Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $362K in Q3 2025.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.