CoreCap Advisors
HEFA icon

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

CoreCap 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
Q3 		$140K Sell
3,025
-202
-6% -$9.45K ﹤0.01% 980
2026
Q2 		$151K Sell
3,227
-653
-17% -$29.4K ﹤0.01% 957
2026
Q1 		$165K Sell
3,880
-210
-5% -$9.05K 0.01% 864
2025
Q4 		$169K Sell
4,090
-642
-14% -$26.3K 0.01% 849
2025
Q3 		$187K Sell
4,732
-277
-6% -$10.7K 0.01% 818
2025
Q2 		$190K Sell
5,009
-9,454
-65% -$346K 0.01% 756
2025
Q1 		$525K Buy
14,463
+11,651
+414% +$425K 0.02% 472
2024
Q4 		$97.7K Sell
2,812
-5,829
-67% -$205K ﹤0.01% 933
2024
Q3 		$306K Sell
8,641
-2,450
-22% -$85.2K 0.01% 574
2024
Q2 		$394K Buy
11,091
+4,962
+81% +$174K 0.04% 262
2024
Q1 		$214K Buy
+6,129
New +$202K 0.01% 611

Other funds holding HEFA

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
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
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's HEFA Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.3% in Q3 2026, selling an estimated $9.45K and leaving 3,025 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

CoreCap Advisors first reported a position in HEFA in Q1 2024 and has held it in 11 quarters since. The position peaked at $525K in Q1 2025. 113 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • CoreCap Advisors held 3,025 shares of iShares Currency Hedged MSCI EAFE ETF worth $140K as of Q3 2026.
  • CoreCap Advisors sold 202 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $9.45K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #980 holding.
  • CoreCap Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $525K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.