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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

CoreCap Advisors's HEFA Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 17% in Q2 2026, selling an estimated $29.4K and leaving 3,227 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

CoreCap Advisors first reported a position in HEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $525K in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

CoreCap Advisors held 3,227 shares of iShares Currency Hedged MSCI EAFE ETF worth $151K as of Q2 2026.
CoreCap Advisors sold 653 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $29.4K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #957 holding.
CoreCap Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
CoreCap Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $525K in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.