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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 $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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.