UCFA
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United Capital Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

United Capital Financial 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 		$142M Sell
3,344,417
-179,821
-5% -$7.75M 0.88% 20
2025
Q4 		$146M Sell
3,524,238
-305,183
-8% -$12.5M 0.88% 21
2025
Q3 		$152M Sell
3,829,421
-107,520
-3% -$4.14M 1.09% 16
2025
Q2 		$149M Sell
3,936,941
-566,498
-13% -$20.7M 1.21% 14
2025
Q1 		$163M Buy
4,503,439
+225,846
+5% +$8.23M 1.4% 13
2024
Q4 		$149M Sell
4,277,593
-50,527
-1% -$1.78M 1.25% 13
2024
Q3 		$153M Sell
4,328,120
-444,258
-9% -$15.4M 1.26% 13
2024
Q2 		$170M Sell
4,772,378
-454,638
-9% -$16M 1.46% 13
2024
Q1 		$182M Buy
5,227,016
+571,813
+12% +$18.8M 1.5% 11
2023
Q4 		$147M Sell
4,655,203
-4,387,559
-49% -$134M 1.22% 12
2023
Q3 		$272M Sell
9,042,762
-1,474,468
-14% -$44.6M 1.78% 9
2023
Q2 		$326M Buy
10,517,230
+481,932
+5% +$14.6M 1.78% 10
2023
Q1 		$296M Buy
10,035,298
+1,061,252
+12% +$30.6M 1.65% 10
2022
Q4 		$242M Buy
8,974,046
+329,106
+4% +$10.1M 1.36% 12
2022
Q3 		$258M Buy
8,644,940
+136,289
+2% +$4.34M 1.53% 12
2022
Q2 		$271M Buy
8,508,651
+561,293
+7% +$18.6M 1.49% 11
2022
Q1 		$270M Buy
7,947,358
+771,872
+11% +$26.2M 1.31% 14
2021
Q4 		$254M Buy
7,175,486
+772,413
+12% +$27.3M 1.17% 15
2021
Q3 		$220M Buy
6,403,073
+662,877
+12% +$23M 1.1% 15
2021
Q2 		$199M Buy
5,740,196
+866,523
+18% +$29.4M 1% 16
2021
Q1 		$161M Buy
4,873,673
+988,376
+25% +$31.5M 0.89% 17
2020
Q4 		$118M Buy
3,885,297
+897,005
+30% +$26.2M 0.71% 21
2020
Q3 		$82.3M Buy
2,988,292
+2,128,380
+248% +$59M 0.54% 31
2020
Q2 		$23.7M Buy
859,912
+23,793
+3% +$623K 0.17% 129
2020
Q1 		$20.2M Buy
836,119
+455,261
+120% +$13M 0.17% 132
2019
Q4 		$11.6M Buy
380,858
+239,784
+170% +$7.31M 0.08% 287
2019
Q3 		$4.22M Buy
141,074
+129,475
+1,116% +$3.78M 0.03% 448
2019
Q2 		$346K Sell
11,599
-1,334
-10% -$39.2K ﹤0.01% 1156
2019
Q1 		$373K Sell
12,933
-5,482
-30% -$152K ﹤0.01% 1065
2018
Q4 		$475K Buy
18,415
+5,627
+44% +$156K ﹤0.01% 935
2018
Q3 		$383K Buy
12,788
+165
+1% +$4.87K ﹤0.01% 1028
2018
Q2 		$374K Hold
12,623
– – ﹤0.01% 1018
2018
Q1 		$363K Sell
12,623
-4,101
-25% -$120K ﹤0.01% 1034
2017
Q4 		$496K Sell
16,724
-19
-0.1% -$564 ﹤0.01% 968
2017
Q3 		$485K Sell
16,743
-1,066
-6% -$30.1K ﹤0.01% 965
2017
Q2 		$506K Sell
17,809
-84
-0.5% -$2.38K ﹤0.01% 918
2017
Q1 		$492K Sell
17,893
-3,287
-16% -$88.4K ﹤0.01% 916
2016
Q4 		$553K Sell
21,180
-873
-4% -$22.1K 0.01% 911
2016
Q3 		$547K Sell
22,053
-757
-3% -$18.5K 0.01% 941
2016
Q2 		$547K Buy
22,810
+74
+0.3% +$1.78K 0.01% 888
2016
Q1 		$543K Sell
22,736
-7,634
-25% -$180K 0.01% 854
2015
Q4 		$771K Buy
30,370
+9,350
+44% +$243K 0.01% 760
2015
Q3 		$517K Sell
21,020
-308,357
-94% -$8.14M 0.01% 885
2015
Q2 		$8.99M Buy
+329,377
New +$9.35M 0.1% 235

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

United Capital Financial Advisors's HEFA Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.1% in Q1 2026, selling an estimated $7.75M and leaving 3,344,417 shares worth $142M. The position accounts for 0.88% of the portfolio, ranked #20.

United Capital Financial Advisors first reported a position in HEFA in Q2 2015 and has held it in 44 quarters since. The position peaked at $326M in Q2 2023. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • United Capital Financial Advisors held 3,344,417 shares of iShares Currency Hedged MSCI EAFE ETF worth $142M as of Q1 2026.
  • United Capital Financial Advisors sold 179,821 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $7.75M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.88% of United Capital Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • United Capital Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and has held it in 44 quarters since.
  • United Capital Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $326M in Q2 2023.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.