Insigneo Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Insigneo Advisory Services’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	$206K	Buy	+4,380	New	+$197K	0.01%	772
2024 Q4	–	Sell	-11,128	Closed	-$394K	–	655
2024 Q3	$394K	Sell	11,128 -173	-2%	-$6.01K	0.04%	369
2024 Q2	$365K	Buy	11,301 +370	+3%	+$13K	0.04%	360
2024 Q1	$381K	Buy	10,931 +303	+3%	+$9.98K	0.05%	321
2023 Q4	$335K	Buy	10,628 +121	+1%	+$3.69K	0.05%	315
2023 Q3	$316K	Buy	10,507 +47	+0.4%	+$1.42K	0.06%	276
2023 Q2	$324K	Buy	+10,460	New	+$317K	0.06%	274

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Insigneo Advisory Services's HEFA Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,380 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in HEFA as recently as Q3 2024.

Insigneo Advisory Services first reported a position in HEFA in Q2 2023 and has held it in 7 quarters since. The position peaked at $394K in Q3 2024. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Insigneo Advisory Services held 4,380 shares of iShares Currency Hedged MSCI EAFE ETF worth $206K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Insigneo Advisory Services position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #772 holding.
Insigneo Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and has held it in 7 quarters since.
Insigneo Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $394K in Q3 2024.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.