Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cambridge Investment Research 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 		$31.4M Buy
669,947
+24,127
+4% +$1.09M 0.07% 276
2026
Q1 		$27.4M Buy
645,820
+197,781
+44% +$8.52M 0.07% 286
2025
Q4 		$18.5M Buy
448,039
+1,809
+0.4% +$74.1K 0.05% 389
2025
Q3 		$17.7M Sell
446,230
-22,255
-5% -$858K 0.05% 388
2025
Q2 		$17.8M Sell
468,485
-310,164
-40% -$11.3M 0.05% 351
2025
Q1 		$28.3M Buy
778,649
+265,704
+52% +$9.69M 0.1% 214
2024
Q4 		$17.8M Sell
512,945
-631,723
-55% -$22.3M 0.06% 314
2024
Q3 		$40.5M Sell
1,144,668
-36,264
-3% -$1.26M 0.14% 140
2024
Q2 		$42M Sell
1,180,932
-14,188
-1% -$498K 0.16% 118
2024
Q1 		$41.7M Buy
1,195,120
+191,801
+19% +$6.32M 0.16% 115
2023
Q4 		$31.6M Buy
1,003,319
+29,823
+3% +$909K 0.13% 147
2023
Q3 		$29.3M Buy
973,496
+923,054
+1,830% +$27.9M 0.14% 143
2023
Q2 		$1.56M Buy
50,442
+34,080
+208% +$1.03M 0.01% 1320
2023
Q1 		$482K Sell
16,362
-510
-3% -$14.7K ﹤0.01% 2105
2022
Q4 		$456K Sell
16,872
-379
-2% -$11.6K ﹤0.01% 2086
2022
Q3 		$516K Buy
17,251
+1,123
+7% +$35.8K ﹤0.01% 1909
2022
Q2 		$513K Sell
16,128
-8,352
-34% -$277K ﹤0.01% 1943
2022
Q1 		$831K Sell
24,480
-2,295
-9% -$78K ﹤0.01% 1704
2021
Q4 		$946K Sell
26,775
-3,245
-11% -$115K ﹤0.01% 1614
2021
Q3 		$1.03M Sell
30,020
-4,072
-12% -$141K 0.01% 1489
2021
Q2 		$1.18M Buy
34,092
+2,984
+10% +$101K 0.01% 1415
2021
Q1 		$1.03M Buy
31,108
+889
+3% +$28.3K 0.01% 1422
2020
Q4 		$921K Sell
30,219
-33,491
-53% -$977K 0.01% 1363
2020
Q3 		$1.75M Buy
63,710
+29,452
+86% +$817K 0.01% 867
2020
Q2 		$945K Sell
34,258
-1,383
-4% -$36.2K 0.01% 1149
2020
Q1 		$863K Sell
35,641
-41,794
-54% -$1.19M 0.01% 1053
2019
Q4 		$2.36M Buy
77,435
+62,869
+432% +$1.92M 0.02% 722
2019
Q3 		$436K Sell
14,566
-116
-0.8% -$3.39K ﹤0.01% 1597
2019
Q2 		$438K Sell
14,682
-2,066
-12% -$60.7K ﹤0.01% 1515
2019
Q1 		$484K Sell
16,748
-654
-4% -$18.2K ﹤0.01% 1501
2018
Q4 		$449K Sell
17,402
-29,725
-63% -$827K 0.01% 1390
2018
Q3 		$1.41M Buy
47,127
+3,483
+8% +$103K 0.01% 832
2018
Q2 		$1.29M Sell
43,644
-52,052
-54% -$1.55M 0.01% 845
2018
Q1 		$2.75M Buy
95,696
+32,437
+51% +$953K 0.03% 521
2017
Q4 		$1.88M Buy
63,259
+30,245
+92% +$897K 0.02% 613
2017
Q3 		$955K Sell
33,014
-335
-1% -$9.47K 0.01% 867
2017
Q2 		$948K Buy
33,349
+7,983
+31% +$226K 0.01% 830
2017
Q1 		$698K Buy
25,366
+6,283
+33% +$169K 0.01% 905
2016
Q4 		$498K Sell
19,083
-186
-1% -$4.71K 0.01% 1009
2016
Q3 		$478K Buy
19,269
+2,984
+18% +$72.7K 0.01% 1059
2016
Q2 		$391K Sell
16,285
-1,803
-10% -$43.3K 0.01% 1061
2016
Q1 		$432K Buy
+18,088
New +$427K 0.01% 972

Other funds holding HEFA

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 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

Cambridge Investment Research Advisors's HEFA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3.7% in Q2 2026, buying an estimated $1.09M and bringing the position to 669,947 shares worth $31.4M. The position accounts for 0.07% of the portfolio, ranked #276.

Cambridge Investment Research Advisors first reported a position in HEFA in Q1 2016 and has held it in 42 quarters since. The position peaked at $42M in Q2 2024. 172 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Cambridge Investment Research Advisors held 669,947 shares of iShares Currency Hedged MSCI EAFE ETF worth $31.4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 24,127 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.09M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.07% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #276 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and has held it in 42 quarters since.
  • Cambridge Investment Research Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $42M in Q2 2024.
  • 172 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.