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Plante Moran Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Plante Moran Financial Advisors’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
2025
Q3 		– Hold
0
– – – 781
2025
Q2 		– Sell
-49
Closed -$1.78K – 810
2025
Q1 		$1.78K Sell
49
-106
-68% -$3.86K ﹤0.01% 697
2024
Q4 		$5.39K Buy
155
+66
+74% +$2.33K ﹤0.01% 676
2024
Q3 		$3.15K Buy
+89
New +$3.09K ﹤0.01% 726
2020
Q2 		– Sell
-601
Closed -$15K – 788
2020
Q1 		$15K Buy
+601
New +$17.1K 0.01% 436

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Plante Moran Financial Advisors's HEFA Position: Q3 2025 in Review

Plante Moran Financial Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2025 at 0 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Plante Moran Financial Advisors first reported a position in HEFA in Q1 2020 and has held it in 4 quarters since. The position peaked at $15K in Q1 2020. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Plante Moran Financial Advisors held 0 shares of iShares Currency Hedged MSCI EAFE ETF worth $15 as of Q3 2025.
  • Plante Moran Financial Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2025.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q3 2025, its #781 holding.
  • Plante Moran Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2020 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $15K in Q1 2020.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.