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

Old Mission 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
-40,571
Closed -$1.61M – 1130
2025
Q3 		$1.61M Buy
40,571
+19,036
+88% +$734K 0.03% 285
2025
Q2 		$817K Buy
+21,535
New +$787K 0.01% 518
2025
Q1 		– Sell
-7,392
Closed -$257K – 1054
2024
Q4 		$257K Sell
7,392
-302,617
-98% -$10.7M ﹤0.01% 811
2024
Q3 		$11M Buy
+310,009
New +$10.8M 0.16% 112
2024
Q2 		– Sell
-24,869
Closed -$867K – 1475
2024
Q1 		$867K Buy
+24,869
New +$819K 0.01% 556
2023
Q2 		– Sell
-15,058
Closed -$444K – 1415
2023
Q1 		$444K Sell
15,058
-83,913
-85% -$2.42M 0.01% 821
2022
Q4 		$2.67M Sell
98,971
-442,908
-82% -$13.6M 0.08% 234
2022
Q3 		$16.2M Buy
+541,879
New +$17.3M 0.51% 28
2019
Q3 		– Sell
-8,606
Closed -$257K – 264
2019
Q2 		$257K Buy
+8,606
New +$253K 0.03% 219
2019
Q1 		– Sell
-31,090
Closed -$802K – 278
2018
Q4 		$802K Buy
31,090
+1,908
+7% +$53.1K 0.08% 154
2018
Q3 		$874K Hold
29,182
– – 0.15% 108
2018
Q2 		$864K Sell
29,182
-881
-3% -$26.3K 0.09% 96
2018
Q1 		$863K Hold
30,063
– – 0.11% 109
2017
Q4 		$892K Sell
30,063
-119
-0.4% -$3.53K 0.06% 158
2017
Q3 		$873K Hold
30,182
– – 0.07% 150
2017
Q2 		$858K Buy
+30,182
New +$853K 0.11% 120
2016
Q4 		– Sell
-78,077
Closed -$1.94M – 413
2016
Q3 		$1.94M Buy
+78,077
New +$1.9M 0.13% 112
2015
Q3 		– Sell
-9,420
Closed -$257K – 257
2015
Q2 		$257K Sell
9,420
-16,318
-63% -$463K 0.03% 181
2015
Q1 		$718K Buy
+25,738
New +$688K 0.17% 96

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

Old Mission Capital's HEFA Position: Q4 2025 in Review

Old Mission Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 40,571 shares — an estimated $1.61M sold.

Old Mission Capital first reported a position in HEFA in Q1 2015 and held it in 19 quarters. The position peaked at $16.2M in Q3 2022. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Old Mission Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Old Mission Capital sold 40,571 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $1.61M.
  • Old Mission Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 19 quarters.
  • Old Mission Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $16.2M in Q3 2022.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.