Cherry Tree Wealth Management
HEFA icon

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

Cherry Tree 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
2026
Q3 		$28.4K Hold
612
– – 0.01% 334
2026
Q2 		$28.7K Hold
612
– – 0.01% 338
2026
Q1 		$26K Hold
612
– – 0.01% 326
2025
Q4 		$25.3K Buy
+612
New +$25.1K 0.01% 327

Other funds holding HEFA

Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Cherry Tree Wealth Management's HEFA Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 612 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #334.

Cherry Tree Wealth Management first reported a position in HEFA in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.7K in Q2 2026. 156 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Cherry Tree Wealth Management held 612 shares of iShares Currency Hedged MSCI EAFE ETF worth $28.4K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #334 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $28.7K in Q2 2026.
  • 156 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.