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

Capital Developers’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 		$2.34M Sell
55,028
-2,093
-4% -$90.2K 2.11% 17
2025
Q4 		$2.36M Buy
+57,121
New +$2.34M 2.12% 17

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Capital Developers's HEFA Position: Q1 2026 in Review

Capital Developers reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q1 2026, selling an estimated $90.2K and leaving 55,028 shares worth $2.34M. The position accounts for 2.11% of the portfolio, ranked #17.

Capital Developers first reported a position in HEFA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.36M in Q4 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Capital Developers held 55,028 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.34M as of Q1 2026.
  • Capital Developers sold 2,093 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $90.2K.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.11% of Capital Developers's portfolio in Q1 2026, its #17 holding.
  • Capital Developers first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Developers's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.36M in Q4 2025.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.