Cerity Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cerity Partners’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	$10.5M	Buy	223,912 +31,568	+16%	+$1.42M	0.01%	743
2026 Q1	$8.17M	Buy	192,344 +808	+0.4%	+$34.8K	0.01%	796
2025 Q4	$7.92M	Buy	191,536 +3,241	+2%	+$133K	0.01%	745
2025 Q3	$7.46M	Buy	188,295 +5,871	+3%	+$226K	0.01%	703
2025 Q2	$6.92M	Buy	182,424 +6,045	+3%	+$221K	0.01%	679
2025 Q1	$6.4M	Buy	176,379 +8,562	+5%	+$312K	0.01%	637
2024 Q4	$5.83M	Buy	167,817 +13,002	+8%	+$458K	0.01%	655
2024 Q3	$5.48M	Buy	154,815 +4,654	+3%	+$162K	0.01%	665
2024 Q2	$5.34M	Buy	150,161 +911	+0.6%	+$32K	0.01%	583
2024 Q1	$5.12M	Buy	149,250 +136,727	+1,092%	+$4.5M	0.01%	641
2023 Q4	$395K	Buy	12,523 +516	+4%	+$15.7K	﹤0.01%	1372
2023 Q3	$361K	Buy	+12,007	New	+$363K	﹤0.01%	1085

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 22.96% 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

Cerity Partners's HEFA Position: Q2 2026 in Review

Cerity Partners increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 16% in Q2 2026, buying an estimated $1.42M and bringing the position to 223,912 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #743.

Cerity Partners first reported a position in HEFA in Q3 2023 and has held it in 12 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Cerity Partners held 223,912 shares of iShares Currency Hedged MSCI EAFE ETF worth $10.5M as of Q2 2026.
Cerity Partners bought 31,568 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $1.42M.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #743 holding.
Cerity Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.