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

Headlands Technologies’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	-1,917	Closed	-$72.8K	–	900
2025 Q2	$72.8K	Sell	1,917 -1,600	-45%	-$58.5K	0.01%	695
2025 Q1	$128K	Buy	+3,517	New	+$128K	0.01%	537
2024 Q3	–	Sell	-2,872	Closed	-$102K	–	1326
2024 Q2	$102K	Buy	+2,872	New	+$101K	0.01%	640
2023 Q1	–	Sell	-254	Closed	-$7K	–	606
2022 Q4	$7K	Buy	+254	New	+$7.78K	0.01%	373

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

Headlands Technologies's HEFA Position: Q3 2025 in Review

Headlands Technologies sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 1,917 shares — an estimated $72.8K sold.

Headlands Technologies first reported a position in HEFA in Q4 2022 and held it in 4 quarters. The position peaked at $128K in Q1 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Headlands Technologies reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Headlands Technologies sold 1,917 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $72.8K.
Headlands Technologies first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 4 quarters.
Headlands Technologies's iShares Currency Hedged MSCI EAFE ETF position peaked at $128K in Q1 2025.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Headlands Technologies's 13F filing for Q3 2025, filed 12 Nov 2025.