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Signet Financial Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Signet Financial 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
Q2 		– Sell
-17,345
Closed -$629K – 295
2025
Q1 		$629K Buy
+17,345
New +$632K 0.08% 189
2022
Q1 		– Sell
-181
Closed -$6K – 686
2021
Q4 		$6K Buy
+181
New +$6.39K ﹤0.01% 1130

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Signet Financial Management's HEFA Position: Q2 2025 in Review

Signet Financial Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 17,345 shares — an estimated $629K sold.

Signet Financial Management first reported a position in HEFA in Q4 2021 and held it in 2 quarters. The position peaked at $629K in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Signet Financial Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Signet Financial Management sold 17,345 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $629K.
  • Signet Financial Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
  • Signet Financial Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $629K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Signet Financial Management's 13F filing for Q2 2025, filed 15 Jul 2025.