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Capital Analysts LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Capital Analysts LLC’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 		$108K Buy
2,284
+886
+63% +$39.9K ﹤0.01% 822
2026
Q1 		$59K Hold
1,398
– – ﹤0.01% 915
2025
Q4 		$58K Sell
1,398
-67
-5% -$2.75K ﹤0.01% 891
2025
Q3 		$58K Sell
1,465
-1,182
-45% -$45.6K ﹤0.01% 850
2025
Q2 		$100K Sell
2,647
-31,141
-92% -$1.14M ﹤0.01% 670
2025
Q1 		$1.23M Buy
33,788
+32,241
+2,084% +$1.18M 0.05% 241
2024
Q4 		$54K Sell
1,547
-636
-29% -$22.4K ﹤0.01% 733
2024
Q3 		$77K Sell
2,183
-17,869
-89% -$621K ﹤0.01% 636
2024
Q2 		$713K Sell
20,052
-2,855
-12% -$100K 0.03% 289
2024
Q1 		$799K Buy
22,907
+22,307
+3,718% +$735K 0.04% 269
2023
Q4 		$19K Hold
600
– – ﹤0.01% 815
2023
Q3 		$18K Sell
600
-553
-48% -$16.7K ﹤0.01% 786
2023
Q2 		$36K Buy
+1,153
New +$34.9K ﹤0.01% 636
2022
Q3 		– Sell
-1,189
Closed -$38K – 1111
2022
Q2 		$38K Buy
+1,189
New +$39.4K ﹤0.01% 608
2017
Q1 		– Sell
-675
Closed -$18K – 349
2016
Q4 		$18K Buy
+675
New +$17.1K ﹤0.01% 317

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Analysts LLC's HEFA Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 63% in Q2 2026, buying an estimated $39.9K and bringing the position to 2,284 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Capital Analysts LLC first reported a position in HEFA in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.23M in Q1 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Capital Analysts LLC held 2,284 shares of iShares Currency Hedged MSCI EAFE ETF worth $108K as of Q2 2026.
  • Capital Analysts LLC bought 886 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $39.9K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #822 holding.
  • Capital Analysts LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and has held it in 15 quarters since.
  • Capital Analysts LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.23M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.