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

North 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
Q4 		– Sell
-32
Closed -$1.27K – 350
2025
Q3 		$1.27K Buy
32
+1
+3% +$39 ﹤0.01% 555
2025
Q2 		$1.18K Hold
31
– – ﹤0.01% 547
2025
Q1 		$1.13K Buy
+31
New +$1.13K ﹤0.01% 546

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

North Capital's HEFA Position: Q4 2025 in Review

North Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 32 shares — an estimated $1.27K sold.

North Capital first reported a position in HEFA in Q1 2025 and held it in 3 quarters. The position peaked at $1.27K in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • North Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 32 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $1.27K.
  • North Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.27K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.