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

Capital Investment 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
2026 Q2	$4.19M	Sell	89,194 -8,135	-8%	-$366K	0.26%	93
2026 Q1	$4.14M	Sell	97,329 -4,530	-4%	-$195K	0.3%	81
2025 Q4	$4.21M	Buy	+101,859	New	+$4.17M	0.3%	78
2025 Q3	–	Sell	-109,865	Closed	-$4.17M	–	1112
2025 Q2	$4.17M	Sell	109,865 -2,223	-2%	-$81.3K	0.34%	70
2025 Q1	$4.07M	Sell	112,088 -1,569	-1%	-$57.2K	0.36%	66
2024 Q4	$3.95M	Sell	113,657 -2,175	-2%	-$76.6K	0.38%	65
2024 Q3	$4.1M	Buy	115,832 +14,962	+15%	+$520K	0.39%	64
2024 Q2	$3.59M	Buy	100,870 +87,444	+651%	+$3.07M	0.37%	65
2024 Q1	$468K	Buy	13,426 +10,804	+412%	+$356K	0.05%	306
2023 Q4	$82.6K	Buy	+2,622	New	+$79.9K	0.01%	612
2023 Q2	–	Sell	-100	Closed	-$2.95K	–	888
2023 Q1	$2.95K	Buy	+100	New	+$2.89K	﹤0.01%	821

Other funds holding HEFA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Capital Investment Advisory Services's HEFA Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 8.4% in Q2 2026, selling an estimated $366K and leaving 89,194 shares worth $4.19M. The position accounts for 0.26% of the portfolio, ranked #93.

Capital Investment Advisory Services first reported a position in HEFA in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.21M in Q4 2025. 135 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Capital Investment Advisory Services held 89,194 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.19M as of Q2 2026.
Capital Investment Advisory Services sold 8,135 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $366K.
iShares Currency Hedged MSCI EAFE ETF made up 0.26% of Capital Investment Advisory Services's portfolio in Q2 2026, its #93 holding.
Capital Investment Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 11 quarters since.
Capital Investment Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.21M in Q4 2025.
135 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.