Saxony Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Saxony Capital Management’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 Q4	–	Sell	-10,240	Closed	-$406K	–	170
2025 Q3	$406K	Sell	10,240 -35,627	-78%	-$1.37M	0.27%	84
2025 Q2	$1.74M	Buy	45,867 +33,482	+270%	+$1.22M	1.33%	26
2025 Q1	$449K	Sell	12,385 -7,080	-36%	-$258K	0.39%	55
2024 Q4	$676K	Buy	19,465 +10,959	+129%	+$386K	0.6%	40
2024 Q3	$301K	Buy	8,506 +1,680	+25%	+$58.4K	0.28%	90
2024 Q2	$243K	Buy	+6,826	New	+$240K	0.27%	103

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

DWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

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

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Saxony Capital Management's HEFA Position: Q4 2025 in Review

Saxony Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 10,240 shares — an estimated $406K sold.

Saxony Capital Management first reported a position in HEFA in Q2 2024 and held it in 6 quarters. The position peaked at $1.74M in Q2 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Saxony Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Saxony Capital Management sold 10,240 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $406K.
Saxony Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 6 quarters.
Saxony Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.74M in Q2 2025.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Saxony Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.