Capital Square
HEFA icon

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

Capital Square’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 		$210K Sell
4,534
-115
-2% -$5.38K 0.09% 227
2026
Q2 		$215K Buy
4,649
+67
+1% +$3.02K 0.09% 218
2026
Q1 		$202K Buy
+4,582
New +$197K 0.09% 214

Other funds holding HEFA

Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Capital Square's HEFA Position: Q3 2026 in Review

Capital Square reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.5% in Q3 2026, selling an estimated $5.38K and leaving 4,534 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #227.

Capital Square first reported a position in HEFA in Q1 2026 and has held it in 3 quarters since. The position peaked at $215K in Q2 2026. 156 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Capital Square held 4,534 shares of iShares Currency Hedged MSCI EAFE ETF worth $210K as of Q3 2026.
  • Capital Square sold 115 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $5.38K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.09% of Capital Square's portfolio in Q3 2026, its #227 holding.
  • Capital Square first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • Capital Square's iShares Currency Hedged MSCI EAFE ETF position peaked at $215K in Q2 2026.
  • 156 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.