Commerce Bank’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Commerce Bank’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 Q2	$263K	Hold	5,606	–	–	﹤0.01%	1213
2026 Q1	$238K	Buy	+5,606	New	+$242K	﹤0.01%	1219
2017 Q2	–	Sell	-10,493	Closed	-$289K	–	830
2017 Q1	$289K	Sell	10,493 -493	-4%	-$13.3K	﹤0.01%	686
2016 Q4	$287K	Sell	10,986 -4,965	-31%	-$126K	﹤0.01%	668
2016 Q3	$396K	Buy	15,951 +493	+3%	+$12K	0.01%	565
2016 Q2	$371K	Hold	15,458	–	–	0.01%	576
2016 Q1	$369K	Sell	15,458 -6,253	-29%	-$147K	0.01%	584
2015 Q4	$551K	Hold	21,711	–	–	0.01%	469
2015 Q3	$534K	Buy	+21,711	New	+$573K	0.01%	481

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commerce Bank's HEFA Position: Q2 2026 in Review

Commerce Bank held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 5,606 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Commerce Bank first reported a position in HEFA in Q3 2015 and has held it in 9 quarters since. The position peaked at $551K in Q4 2015. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Commerce Bank held 5,606 shares of iShares Currency Hedged MSCI EAFE ETF worth $263K as of Q2 2026.
Commerce Bank left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Commerce Bank's portfolio in Q2 2026, its #1213 holding.
Commerce Bank first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2015 and has held it in 9 quarters since.
Commerce Bank's iShares Currency Hedged MSCI EAFE ETF position peaked at $551K in Q4 2015.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Commerce Bank's 13F filing for Q2 2026, filed 12 Aug 2026.