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
Q3 		$10.5M Buy
225,295
+1,383
+0.6% +$64.7K 0.01% 776
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cerity Partners's HEFA Position: Q3 2026 in Review

Cerity Partners increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.62% in Q3 2026, buying an estimated $64.7K and bringing the position to 225,295 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #776.

Cerity Partners first reported a position in HEFA in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q2 2026. 401 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Cerity Partners held 225,295 shares of iShares Currency Hedged MSCI EAFE ETF worth $10.5M as of Q3 2026.
  • Cerity Partners bought 1,383 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $64.7K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Cerity Partners's portfolio in Q3 2026, its #776 holding.
  • Cerity Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 13 quarters since.
  • Cerity Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $10.5M in Q2 2026.
  • 401 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.