CWM
HEFA icon

Certus Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Certus Wealth Management’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
2025
Q3 		$486K Buy
12,276
+2,394
+24% +$92.3K 0.29% 47
2025
Q2 		$375K Sell
9,882
-30,926
-76% -$1.13M 0.24% 47
2025
Q1 		$1.53M Buy
40,808
+32,466
+389% +$1.18M 1.04% 23
2024
Q4 		$306K Buy
8,342
+2,554
+44% +$90K 0.21% 48
2024
Q3 		$205K Sell
5,788
-27,719
-83% -$963K 0.14% 51
2024
Q2 		$1.19M Buy
+33,507
New +$1.18M 0.9% 25

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Certus Wealth Management's HEFA Position: Q3 2025 in Review

Certus Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 24% in Q3 2025, buying an estimated $92.3K and bringing the position to 12,276 shares worth $486K. The position accounts for 0.29% of the portfolio, ranked #47.

Certus Wealth Management first reported a position in HEFA in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Certus Wealth Management held 12,276 shares of iShares Currency Hedged MSCI EAFE ETF worth $486K as of Q3 2025.
  • Certus Wealth Management bought 2,394 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $92.3K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.29% of Certus Wealth Management's portfolio in Q3 2025, its #47 holding.
  • Certus Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 6 quarters since.
  • Certus Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.53M in Q1 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.