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

Raleigh Capital Management’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	$1.6K	Hold	34	–	–	﹤0.01%	447
2026 Q1	$1.45K	Sell	34 -192	-85%	-$8.27K	﹤0.01%	580
2025 Q4	$9.33K	Buy	226 +192	+565%	+$7.87K	﹤0.01%	395
2025 Q3	$1.33K	Buy	34 +1	+3%	+$39	﹤0.01%	396
2025 Q2	$1.25K	Sell	33 -8,652	-100%	-$316K	﹤0.01%	414
2025 Q1	$315K	Buy	+8,685	New	+$317K	0.14%	158
2024 Q3	–	Sell	-8,522	Closed	-$303K	–	1024
2024 Q2	$303K	Sell	8,522 -5,144	-38%	-$181K	0.13%	160
2024 Q1	$477K	Buy	+13,666	New	+$450K	0.21%	120

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 22.9% 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

Raleigh Capital Management's HEFA Position: Q2 2026 in Review

Raleigh Capital Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 34 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Raleigh Capital Management first reported a position in HEFA in Q1 2024 and has held it in 8 quarters since. The position peaked at $477K in Q1 2024. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Raleigh Capital Management held 34 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.6K as of Q2 2026.
Raleigh Capital Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #447 holding.
Raleigh Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
Raleigh Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $477K in Q1 2024.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.