Sandy Spring Bank’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sandy Spring Bank’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 Q1	$45K	Hold	1,240	–	–	﹤0.01%	594
2024 Q4	$43.1K	Hold	1,240	–	–	﹤0.01%	614
2024 Q3	$43.9K	Hold	1,240	–	–	﹤0.01%	611
2024 Q2	$44.1K	Hold	1,240	–	–	﹤0.01%	613
2024 Q1	$43.3K	Sell	1,240 -254	-17%	-$8.36K	﹤0.01%	612
2023 Q4	$47.1K	Buy	+1,494	New	+$45.5K	﹤0.01%	575

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Sandy Spring Bank's HEFA Position: Q1 2025 in Review

Sandy Spring Bank held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q1 2025 at 1,240 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Sandy Spring Bank first reported a position in HEFA in Q4 2023 and has held it in 6 quarters since. The position peaked at $47.1K in Q4 2023. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

Sandy Spring Bank held 1,240 shares of iShares Currency Hedged MSCI EAFE ETF worth $45K as of Q1 2025.
Sandy Spring Bank left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q1 2025.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #594 holding.
Sandy Spring Bank first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
Sandy Spring Bank's iShares Currency Hedged MSCI EAFE ETF position peaked at $47.1K in Q4 2023.
522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.