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Optima Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Optima Capital’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
-5,285
Closed -$225K – 171
2026
Q1 		$225K Buy
5,285
+3,276
+163% +$141K 0.1% 152
2025
Q4 		$83.1K Buy
+2,009
New +$82.3K 0.04% 247

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
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Optima Capital's HEFA Position: Q2 2026 in Review

Optima Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 5,285 shares — an estimated $225K sold.

Optima Capital first reported a position in HEFA in Q4 2025 and held it in 2 quarters. The position peaked at $225K in Q1 2026. 132 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Optima Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Optima Capital sold 5,285 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $225K.
  • Optima Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • Optima Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $225K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.