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HEFA icon

SignatureFD’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

SignatureFD’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
Q3 		– Sell
-178
Closed -$6.76K – 3427
2025
Q2 		$6.76K Hold
178
– – ﹤0.01% 2491
2025
Q1 		$6.46K Hold
178
– – ﹤0.01% 2510
2024
Q4 		$6.19K Sell
178
-144
-45% -$5.07K ﹤0.01% 2527
2024
Q3 		$11.4K Hold
322
– – ﹤0.01% 2281
2024
Q2 		$11.4K Buy
322
+38
+13% +$1.33K ﹤0.01% 2209
2024
Q1 		$9.91K Buy
284
+144
+103% +$4.74K ﹤0.01% 2306
2023
Q4 		$4.41K Hold
140
– – ﹤0.01% 2537
2023
Q3 		$4.21K Buy
+140
New +$4.24K ﹤0.01% 2554
2022
Q4 		– Sell
-2,864
Closed -$86K – 3333
2022
Q3 		$86K Hold
2,864
– – ﹤0.01% 1032
2022
Q2 		$91K Buy
2,864
+33
+1% +$1.09K ﹤0.01% 1019
2022
Q1 		$96K Buy
2,831
+50
+2% +$1.7K ﹤0.01% 1053
2021
Q4 		$98K Hold
2,781
– – ﹤0.01% 1031
2021
Q3 		$96K Hold
2,781
– – ﹤0.01% 990
2021
Q2 		$96K Hold
2,781
– – ﹤0.01% 968
2021
Q1 		$92K Buy
+2,781
New +$88.6K ﹤0.01% 922
2019
Q1 		– Sell
-3,089
Closed -$80K – 2009
2018
Q4 		$80K Hold
3,089
– – 0.01% 667
2018
Q3 		$92K Hold
3,089
– – 0.01% 668
2018
Q2 		$91K Hold
3,089
– – 0.01% 643
2018
Q1 		$89K Buy
+3,089
New +$90.7K 0.01% 580

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SignatureFD's HEFA Position: Q3 2025 in Review

SignatureFD sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 178 shares — an estimated $6.76K sold.

SignatureFD first reported a position in HEFA in Q1 2018 and held it in 19 quarters. The position peaked at $98K in Q4 2021. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • SignatureFD reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • SignatureFD sold 178 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $6.76K.
  • SignatureFD first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and held it in 19 quarters.
  • SignatureFD's iShares Currency Hedged MSCI EAFE ETF position peaked at $98K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on SignatureFD's 13F filing for Q3 2025, filed 21 Oct 2025.