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

JB Capital’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	-9,102	Closed	-$346K	–	256
2025 Q2	$346K	Sell	9,102 -520,320	-98%	-$19M	0.02%	191
2025 Q1	$19.2M	Buy	+529,422	New	+$19.3M	1.06%	18
2024 Q3	–	Sell	-443,927	Closed	-$15.8M	–	223
2024 Q2	$15.8M	Sell	443,927 -289,375	-39%	-$10.2M	0.99%	17
2024 Q1	$25.6M	Buy	+733,302	New	+$24.1M	1.7%	12
2022 Q3	–	Sell	-93,858	Closed	-$2.99M	–	189
2022 Q2	$2.99M	Buy	93,858 +7,764	+9%	+$257K	0.32%	38
2022 Q1	$2.92M	Buy	86,094 +2,167	+3%	+$73.6K	0.28%	38
2021 Q4	$2.97M	Buy	83,927 +2,416	+3%	+$85.3K	0.29%	39
2021 Q3	$2.8M	Buy	+81,511	New	+$2.83M	0.36%	37

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JB Capital's HEFA Position: Q3 2025 in Review

JB Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 9,102 shares — an estimated $346K sold.

JB Capital first reported a position in HEFA in Q3 2021 and held it in 8 quarters. The position peaked at $25.6M in Q1 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

JB Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
JB Capital sold 9,102 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $346K.
JB Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and held it in 8 quarters.
JB Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $25.6M in Q1 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on JB Capital's 13F filing for Q3 2025, filed 20 Oct 2025.