Signal Advisors Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Signal Advisors Wealth’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	$2.33M	Buy	49,574 +1,447	+3%	+$65.1K	0.12%	149
2026 Q1	$2.05M	Buy	48,127 +22,463	+88%	+$968K	0.14%	139
2025 Q4	$1.06M	Buy	25,664 +19,940	+348%	+$817K	0.08%	185
2025 Q3	$227K	Buy	+5,724	New	+$221K	0.02%	419
2024 Q2	–	Sell	-23,386	Closed	-$816K	–	159
2024 Q1	$816K	Buy	+23,386	New	+$770K	0.2%	111

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

Signal Advisors Wealth's HEFA Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3% in Q2 2026, buying an estimated $65.1K and bringing the position to 49,574 shares worth $2.33M. The position accounts for 0.12% of the portfolio, ranked #149.

Signal Advisors Wealth first reported a position in HEFA in Q1 2024 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Signal Advisors Wealth held 49,574 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.33M as of Q2 2026.
Signal Advisors Wealth bought 1,447 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $65.1K.
iShares Currency Hedged MSCI EAFE ETF made up 0.12% of Signal Advisors Wealth's portfolio in Q2 2026, its #149 holding.
Signal Advisors Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.