U.S. Capital Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

U.S. Capital Wealth 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 Q1	$214K	Hold	5,042	–	–	0.01%	931
2025 Q4	$209K	Sell	5,042 -101	-2%	-$4.14K	0.01%	915
2025 Q3	$204K	Buy	+5,143	New	+$198K	0.01%	891
2024 Q3	–	Sell	-10,872	Closed	-$387K	–	708
2024 Q2	$387K	Sell	10,872 -2,131	-16%	-$74.8K	0.01%	505
2024 Q1	$454K	Buy	+13,003	New	+$428K	0.02%	480

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's HEFA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 5,042 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #931.

U.S. Capital Wealth Advisors first reported a position in HEFA in Q1 2024 and has held it in 5 quarters since. The position peaked at $454K in Q1 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

U.S. Capital Wealth Advisors held 5,042 shares of iShares Currency Hedged MSCI EAFE ETF worth $214K as of Q1 2026.
U.S. Capital Wealth Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #931 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $454K in Q1 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.