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

Kovack 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 		– Sell
-5,383
Closed -$231K – 1104
2026
Q1 		$231K Sell
5,383
-121
-2% -$5.21K 0.01% 865
2025
Q4 		$228K Buy
+5,504
New +$226K 0.01% 889
2025
Q3 		– Sell
-221,976
Closed -$8.43M – 642
2025
Q2 		$8.43M Sell
221,976
-117,026
-35% -$4.28M 0.83% 21
2025
Q1 		$12.3M Buy
+339,002
New +$12.4M 1.3% 11
2024
Q4 		– Sell
-282,809
Closed -$10M – 626
2024
Q3 		$10M Buy
282,809
+8,250
+3% +$287K 1.06% 15
2024
Q2 		$9.76M Buy
+274,559
New +$9.64M 1.07% 14
2024
Q1 		– Sell
-60,879
Closed -$1.92M – 532
2023
Q4 		$1.92M Sell
60,879
-702
-1% -$21.4K 0.23% 99
2023
Q3 		$1.85M Sell
61,581
-288,084
-82% -$8.72M 0.26% 82
2023
Q2 		$10.8M Buy
+349,665
New +$10.6M 1.39% 9
2020
Q1 		– Sell
-41,044
Closed -$1.25M – 508
2019
Q4 		$1.25M Buy
41,044
+6,472
+19% +$197K 0.22% 112
2019
Q3 		$1.03M Buy
+34,572
New +$1.01M 0.21% 122
2018
Q2 		– Sell
-9,865
Closed -$283K – 473
2018
Q1 		$283K Sell
9,865
-17,123
-63% -$503K 0.07% 332
2017
Q4 		$801K Buy
26,988
+4,204
+18% +$125K 0.2% 123
2017
Q3 		$659K Buy
22,784
+715
+3% +$20.2K 0.22% 116
2017
Q2 		$627K Buy
22,069
+14,075
+176% +$398K 0.2% 127
2017
Q1 		$220K Buy
+7,994
New +$215K 0.09% 249

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

Kovack Advisors's HEFA Position: Q2 2026 in Review

Kovack Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 5,383 shares — an estimated $231K sold.

Kovack Advisors first reported a position in HEFA in Q1 2017 and held it in 16 quarters. The position peaked at $12.3M in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Kovack Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 5,383 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $231K.
  • Kovack Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and held it in 16 quarters.
  • Kovack Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $12.3M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.