Jim Simons
HEFA icon

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

Jim Simons’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
-16,700
Closed -$634K – 3654
2025
Q2 		$634K Sell
16,700
-218,800
-93% -$8M ﹤0.01% 2714
2025
Q1 		$8.55M Buy
235,500
+129,900
+123% +$4.74M 0.01% 1089
2024
Q4 		$3.67M Buy
105,600
+17,187
+19% +$605K 0.01% 1641
2024
Q3 		$3.13M Buy
+88,413
New +$3.07M ﹤0.01% 1739
2024
Q2 		– Sell
-150,300
Closed -$5.24M – 3695
2024
Q1 		$5.24M Buy
150,300
+47,600
+46% +$1.57M 0.01% 1378
2023
Q4 		$3.24M Buy
102,700
+77,300
+304% +$2.36M 0.01% 1634
2023
Q3 		$765K Sell
25,400
-25,300
-50% -$766K ﹤0.01% 2475
2023
Q2 		$1.57M Buy
50,700
+31,300
+161% +$948K ﹤0.01% 2158
2023
Q1 		$572K Buy
19,400
+8,950
+86% +$258K ﹤0.01% 2812
2022
Q4 		$282K Sell
10,450
-6,650
-39% -$204K ﹤0.01% 3248
2022
Q3 		$511K Buy
+17,100
New +$545K ﹤0.01% 2923
2022
Q1 		– Sell
-8,700
Closed -$307K – 4226
2021
Q4 		$307K Sell
8,700
-34,100
-80% -$1.2M ﹤0.01% 3335
2021
Q3 		$1.47M Buy
+42,800
New +$1.49M ﹤0.01% 2323

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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $4.24B AUM 17.81% 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 $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jim Simons's HEFA Position: Q3 2025 in Review

Jim Simons sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 16,700 shares — an estimated $634K sold.

Jim Simons first reported a position in HEFA in Q3 2021 and held it in 13 quarters. The position peaked at $8.55M in Q1 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Jim Simons reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 16,700 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $634K.
  • Jim Simons first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and held it in 13 quarters.
  • Jim Simons's iShares Currency Hedged MSCI EAFE ETF position peaked at $8.55M in Q1 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

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