Sigma Planning Corp’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sigma Planning Corp’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	$4.35M	Buy	92,715 +4,915	+6%	+$221K	0.11%	194
2026 Q1	$3.73M	Sell	87,800 -13,226	-13%	-$570K	0.1%	207
2025 Q4	$4.18M	Buy	101,026 +4,749	+5%	+$195K	0.12%	180
2025 Q3	$3.81M	Sell	96,277 -29,380	-23%	-$1.13M	0.11%	197
2025 Q2	$4.77M	Sell	125,657 -1,233	-1%	-$45.1K	0.14%	144
2025 Q1	$4.6M	Buy	126,890 +36,249	+40%	+$1.32M	0.15%	138
2024 Q4	$3.15M	Sell	90,641 -12,488	-12%	-$440K	0.1%	201
2024 Q3	$3.65M	Buy	103,129 +15,877	+18%	+$552K	0.11%	184
2024 Q2	$3.1M	Buy	87,252 +26,970	+45%	+$946K	0.1%	202
2024 Q1	$2.1M	Buy	60,282 +42,427	+238%	+$1.4M	0.07%	302
2023 Q4	$563K	Sell	17,855 -25,416	-59%	-$775K	0.04%	422
2023 Q3	$1.3M	Buy	43,271 +1,365	+3%	+$41.3K	0.05%	380
2023 Q2	$1.3M	Buy	41,906 +4,121	+11%	+$125K	0.05%	382
2023 Q1	$1.11M	Buy	37,785 +16,331	+76%	+$471K	0.04%	462
2022 Q4	$579K	Buy	21,454 +11,341	+112%	+$347K	0.02%	706
2022 Q3	$302K	Sell	10,113 -1,986	-16%	-$63.3K	0.01%	942
2022 Q2	$385K	Buy	+12,099	New	+$401K	0.01%	866
2020 Q1	–	Sell	-14,405	Closed	-$440K	–	1001
2019 Q4	$440K	Buy	14,405 +415	+3%	+$12.7K	0.02%	640
2019 Q3	$419K	Buy	13,990 +72	+0.5%	+$2.1K	0.02%	639
2019 Q2	$415K	Buy	13,918 +620	+5%	+$18.2K	0.02%	612
2019 Q1	$384K	Sell	13,298 -408	-3%	-$11.3K	0.02%	589
2018 Q4	$354K	Buy	+13,706	New	+$381K	0.03%	544

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

Sigma Planning Corp's HEFA Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.6% in Q2 2026, buying an estimated $221K and bringing the position to 92,715 shares worth $4.35M. The position accounts for 0.11% of the portfolio, ranked #194.

Sigma Planning Corp first reported a position in HEFA in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.77M in Q2 2025. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Sigma Planning Corp held 92,715 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.35M as of Q2 2026.
Sigma Planning Corp bought 4,915 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $221K.
iShares Currency Hedged MSCI EAFE ETF made up 0.11% of Sigma Planning Corp's portfolio in Q2 2026, its #194 holding.
Sigma Planning Corp first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and has held it in 22 quarters since.
Sigma Planning Corp's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.77M in Q2 2025.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.