Cerity Partners
HEFA icon

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
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
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

Cerity Partners's HEFA Position: Q1 2026 in Review

Cerity Partners increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.42% in Q1 2026, buying an estimated $34.8K and bringing the position to 192,344 shares worth $8.17M. The position accounts for 0.01% of the portfolio, ranked #796.

Cerity Partners first reported a position in HEFA in Q3 2023 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Cerity Partners held 192,344 shares of iShares Currency Hedged MSCI EAFE ETF worth $8.17M as of Q1 2026.
  • Cerity Partners bought 808 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $34.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #796 holding.
  • Cerity Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.