CI
HEFA icon

CX Institutional’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

CX Institutional’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 		$12.9M Buy
274,278
+928
+0.3% +$41.8K 0.37% 55
2026
Q1 		$11.6M Buy
273,350
+45,322
+20% +$1.95M 0.35% 57
2025
Q4 		$9.43M Sell
228,028
-5,280
-2% -$216K 0.28% 85
2025
Q3 		$9.24M Buy
233,308
+195,154
+511% +$7.52M 0.28% 79
2025
Q2 		$1.45M Sell
38,154
-805,102
-95% -$29.4M 0.05% 222
2025
Q1 		$30.6M Sell
843,256
-390,432
-32% -$14.2M 1.16% 21
2024
Q4 		$42.9M Buy
1,233,688
+1,045,909
+557% +$36.8M 1.7% 13
2024
Q3 		$6.65M Buy
+187,779
New +$6.53M 0.3% 89
2024
Q1 		– Sell
-607,451
Closed -$19.1M – 554
2023
Q4 		$19.1M Buy
607,451
+578,678
+2,011% +$17.6M 1.02% 19
2023
Q3 		$866K Sell
28,773
-153,646
-84% -$4.65M 0.05% 270
2023
Q2 		$5.66M Buy
182,419
+3,328
+2% +$101K 0.29% 94
2023
Q1 		$5.29M Sell
179,091
-339,834
-65% -$9.81M 0.28% 99
2022
Q4 		$14M Buy
518,925
+474,271
+1,062% +$14.5M 0.85% 25
2022
Q3 		$1.33M Sell
44,654
-9,546
-18% -$304K 0.09% 225
2022
Q2 		$1.73M Sell
54,200
-461,357
-89% -$15.3M 0.13% 191
2022
Q1 		$17.5M Buy
515,557
+332,421
+182% +$11.3M 1.4% 14
2021
Q4 		$6.47M Sell
183,136
-103,950
-36% -$3.67M 0.51% 49
2021
Q3 		$9.87M Sell
287,086
-3,871
-1% -$134K 0.81% 27
2021
Q2 		$10.1M Buy
290,957
+49,285
+20% +$1.67M 0.83% 29
2021
Q1 		$7.97M Buy
241,672
+125,540
+108% +$4M 0.71% 33
2020
Q4 		$3.54M Buy
116,132
+42,327
+57% +$1.24M 0.34% 74
2020
Q3 		$2.03M Buy
73,805
+1,210
+2% +$33.6K 0.22% 129
2020
Q2 		$2M Buy
72,595
+67,432
+1,306% +$1.77M 0.26% 99
2020
Q1 		$125K Sell
5,163
-87,973
-94% -$2.5M 0.02% 251
2019
Q4 		$2.84M Buy
93,136
+92,648
+18,985% +$2.83M 0.5% 52
2019
Q3 		$15K Sell
488
-86,212
-99% -$2.52M ﹤0.01% 405
2019
Q2 		$2.58M Buy
86,700
+86,677
+376,857% +$2.55M 0.41% 62
2019
Q1 		$1K Sell
23
-1,732
-99% -$48.2K ﹤0.01% 745
2018
Q4 		$45K Sell
1,755
-40,149
-96% -$1.12M 0.01% 262
2018
Q3 		$1.25M Buy
+41,904
New +$1.24M 0.41% 77

Other funds holding HEFA

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's HEFA Position: Q2 2026 in Review

CX Institutional increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.34% in Q2 2026, buying an estimated $41.8K and bringing the position to 274,278 shares worth $12.9M. The position accounts for 0.37% of the portfolio, ranked #55.

CX Institutional first reported a position in HEFA in Q3 2018 and has held it in 30 quarters since. The position peaked at $42.9M in Q4 2024. 67 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • CX Institutional held 274,278 shares of iShares Currency Hedged MSCI EAFE ETF worth $12.9M as of Q2 2026.
  • CX Institutional bought 928 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $41.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.37% of CX Institutional's portfolio in Q2 2026, its #55 holding.
  • CX Institutional first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2018 and has held it in 30 quarters since.
  • CX Institutional's iShares Currency Hedged MSCI EAFE ETF position peaked at $42.9M in Q4 2024.
  • 67 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.