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Signature Estate & Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Signature Estate & Investment Advisors’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 		$866K Sell
18,447
-1,019
-5% -$45.8K 0.02% 307
2026
Q1 		$827K Buy
19,466
+536
+3% +$23.1K 0.02% 301
2025
Q4 		$783K Buy
18,930
+1,456
+8% +$59.7K 0.02% 295
2025
Q3 		$692K Buy
17,474
+2,311
+15% +$89.1K 0.01% 319
2025
Q2 		$576K Sell
15,163
-1,334
-8% -$48.8K 0.01% 340
2025
Q1 		$599K Buy
16,497
+2,053
+14% +$74.8K 0.02% 306
2024
Q4 		$502K Buy
14,444
+753
+5% +$26.5K 0.01% 328
2024
Q3 		$485K Buy
13,691
+844
+7% +$29.3K 0.01% 312
2024
Q2 		$457K Buy
+12,847
New +$451K 0.01% 302

Other funds holding HEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Signature Estate & Investment Advisors's HEFA Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.2% in Q2 2026, selling an estimated $45.8K and leaving 18,447 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #307.

Signature Estate & Investment Advisors first reported a position in HEFA in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Signature Estate & Investment Advisors held 18,447 shares of iShares Currency Hedged MSCI EAFE ETF worth $866K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,019 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $45.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #307 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.