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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
Q1 		$26K Hold
612
– – 0.01% 326
2025
Q4 		$25.3K Buy
+612
New +$25.1K 0.01% 327

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cherry Tree Wealth Management's HEFA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2026 at 612 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #326.

Cherry Tree Wealth Management first reported a position in HEFA in Q4 2025 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

  • Cherry Tree Wealth Management held 612 shares of iShares Currency Hedged MSCI EAFE ETF worth $26K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #326 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.