CB
HEFA icon

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
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
Goldman Sachs New York $761B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return