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Joel Greenblatt’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Joel Greenblatt’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
Q4 		– Sell
-5,320
Closed -$211K – 1761
2025
Q3 		$211K Buy
+5,320
New +$205K ﹤0.01% 1605

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Joel Greenblatt's HEFA Position: Q4 2025 in Review

Joel Greenblatt sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 5,320 shares — an estimated $211K sold.

Joel Greenblatt first reported a position in HEFA in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Joel Greenblatt reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Joel Greenblatt sold 5,320 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $211K.
  • Joel Greenblatt first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and held it in 1 quarter.
  • Joel Greenblatt's iShares Currency Hedged MSCI EAFE ETF position peaked at $211K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Gotham Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.