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
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 $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Insigneo Advisory Services's HEFA Position: Q4 2024 in Review

Insigneo Advisory Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 11,128 shares — an estimated $394K sold.

Insigneo Advisory Services first reported a position in HEFA in Q2 2023 and held it in 6 quarters. The position peaked at $394K in Q3 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

Insigneo Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Insigneo Advisory Services sold 11,128 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $394K.
Insigneo Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and held it in 6 quarters.
Insigneo Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $394K in Q3 2024.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.