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Commonwealth Retirement Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Commonwealth Retirement Investments’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 		$939 Buy
+20
New +$900 ﹤0.01% 391
2026
Q1 		– Sell
-162
Closed -$6.7K – 247
2025
Q4 		$6.7K Buy
+162
New +$6.64K ﹤0.01% 350
2025
Q2 		– Sell
-11,459
Closed -$416K – 112
2025
Q1 		$416K Buy
+11,459
New +$418K 0.17% 80
2024
Q3 		– Sell
-13,231
Closed -$470K – 92
2024
Q2 		$470K Sell
13,231
-3,486
-21% -$122K 0.22% 78
2024
Q1 		$583K Buy
+16,717
New +$550K 0.28% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Retirement Investments's HEFA Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 20 shares worth $939. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in HEFA as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in HEFA in Q1 2024 and has held it in 5 quarters since. The position peaked at $583K in Q1 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Commonwealth Retirement Investments held 20 shares of iShares Currency Hedged MSCI EAFE ETF worth $939 as of Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #391 holding.
  • Commonwealth Retirement Investments first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
  • Commonwealth Retirement Investments's iShares Currency Hedged MSCI EAFE ETF position peaked at $583K in Q1 2024.
  • 450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.