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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

CA
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 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. 63 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.
  • 63 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.