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

Synovus Financial’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	$501K	Hold	12,640	–	–	0.01%	688
2025 Q2	$480K	Hold	12,640	–	–	0.01%	673
2025 Q1	$459K	Hold	12,640	–	–	0.01%	681
2024 Q4	$439K	Hold	12,640	–	–	0.01%	673
2024 Q3	$448K	Sell	12,640 -140	-1%	-$4.87K	0.01%	709
2024 Q2	$454K	Sell	12,780 -206	-2%	-$7.23K	0.01%	638
2024 Q1	$453K	Buy	12,986 +287	+2%	+$9.45K	0.01%	641
2023 Q4	$400K	Hold	12,699	–	–	0.01%	657
2023 Q3	$382K	Hold	12,699	–	–	﹤0.01%	683
2023 Q2	$394K	Hold	12,699	–	–	﹤0.01%	666
2023 Q1	$374K	Hold	12,699	–	–	﹤0.01%	676
2022 Q4	$343K	Hold	12,699	–	–	﹤0.01%	707
2022 Q3	$380K	Hold	12,699	–	–	﹤0.01%	650
2022 Q2	$404K	Hold	12,699	–	–	﹤0.01%	634
2022 Q1	$431K	Hold	12,699	–	–	﹤0.01%	664
2021 Q4	$449K	Hold	12,699	–	–	﹤0.01%	668
2021 Q3	$437K	Hold	12,699	–	–	﹤0.01%	644
2021 Q2	$440K	Buy	+12,699	New	+$431K	﹤0.01%	647
2020 Q2	–	Sell	-1,915	Closed	-$46K	–	1808
2020 Q1	$46K	Buy	+1,915	New	+$54.5K	﹤0.01%	1135

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Synovus Financial's HEFA Position: Q3 2025 in Review

Synovus Financial held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2025 at 12,640 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #688.

Synovus Financial first reported a position in HEFA in Q1 2020 and has held it in 19 quarters since. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Synovus Financial held 12,640 shares of iShares Currency Hedged MSCI EAFE ETF worth $501K as of Q3 2025.
Synovus Financial left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2025.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #688 holding.
Synovus Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2020 and has held it in 19 quarters since.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.