CX Institutional
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
Q3 		$18.7M Buy
403,920
+129,642
+47% +$6.06M 0.51% 43
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% -$9.8M 0.28% 99
2022
Q4 		$14M Buy
518,925
+474,271
+1,062% +$14.5M 0.85% 25
2022
Q3 		$1.34M Sell
44,654
-9,546
-18% -$304K 0.09% 225
2022
Q2 		$1.72M 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 		$9.9M 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 		$1.26M Buy
+41,904
New +$1.24M 0.41% 77

Other funds holding HEFA

Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CX Institutional's HEFA Position: Q3 2026 in Review

CX Institutional increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 47% in Q3 2026, buying an estimated $6.06M and bringing the position to 403,920 shares worth $18.7M. The position accounts for 0.51% of the portfolio, ranked #43.

CX Institutional first reported a position in HEFA in Q3 2018 and has held it in 31 quarters since. The position peaked at $42.9M in Q4 2024. 97 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • CX Institutional held 403,920 shares of iShares Currency Hedged MSCI EAFE ETF worth $18.7M as of Q3 2026.
  • CX Institutional bought 129,642 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $6.06M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.51% of CX Institutional's portfolio in Q3 2026, its #43 holding.
  • CX Institutional first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2018 and has held it in 31 quarters since.
  • CX Institutional's iShares Currency Hedged MSCI EAFE ETF position peaked at $42.9M in Q4 2024.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.