CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

CAPTRUST Financial Advisors’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 		$231K Sell
4,920
-373
-7% -$16.8K ﹤0.01% 2783
2026
Q1 		$225K Sell
5,293
-2,482
-32% -$107K ﹤0.01% 2600
2025
Q4 		$322K Buy
7,775
+337
+5% +$13.8K ﹤0.01% 2200
2025
Q3 		$295K Buy
+7,438
New +$287K ﹤0.01% 2180
2022
Q3 		– Sell
-1,366
Closed -$43K – 2925
2022
Q2 		$43K Sell
1,366
-661
-33% -$21.9K ﹤0.01% 2866
2022
Q1 		$69K Buy
2,027
+197
+11% +$6.7K ﹤0.01% 2550
2021
Q4 		$65K Hold
1,830
– – ﹤0.01% 2466
2021
Q3 		$63K Hold
1,830
– – ﹤0.01% 2427
2021
Q2 		$63K Buy
1,830
+464
+34% +$15.8K ﹤0.01% 2364
2021
Q1 		$45K Sell
1,366
-73
-5% -$2.33K ﹤0.01% 2491
2020
Q4 		$44K Buy
1,439
+73
+5% +$2.13K ﹤0.01% 1886
2020
Q3 		$38K Sell
1,366
-197
-13% -$5.46K ﹤0.01% 1728
2020
Q2 		$43K Buy
+1,563
New +$40.9K ﹤0.01% 1674
2019
Q4 		– Sell
-197
Closed -$6K – 1347
2019
Q3 		$6K Hold
197
– – ﹤0.01% 1617
2019
Q2 		$6K Buy
+197
New +$5.79K ﹤0.01% 1612

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

CAPTRUST Financial Advisors's HEFA Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 7% in Q2 2026, selling an estimated $16.8K and leaving 4,920 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

CAPTRUST Financial Advisors first reported a position in HEFA in Q2 2019 and has held it in 15 quarters since. The position peaked at $322K in Q4 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,920 shares of iShares Currency Hedged MSCI EAFE ETF worth $231K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 373 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $16.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2783 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2019 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $322K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.