ONB
HEFA icon

Old National Bancorp’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Old National Bancorp’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
-21,983
Closed -$834K – 624
2025
Q2 		$834K Buy
21,983
+3,085
+16% +$113K 0.01% 320
2025
Q1 		$686K Hold
18,898
– – 0.02% 306
2024
Q4 		$657K Buy
18,898
+807
+4% +$28.4K 0.02% 339
2024
Q3 		$641K Buy
18,091
+8,137
+82% +$283K 0.01% 344
2024
Q2 		$354K Buy
+9,954
New +$349K 0.01% 447
2019
Q1 		– Sell
-8,713
Closed -$225K – 578
2018
Q4 		$225K Sell
8,713
-41,430
-83% -$1.15M 0.01% 503
2018
Q3 		$1.5M Sell
50,143
-2,748
-5% -$81.1K 0.07% 206
2018
Q2 		$1.56M Sell
52,891
-31,837
-38% -$949K 0.08% 196
2018
Q1 		$2.43M Sell
84,728
-13,699
-14% -$402K 0.13% 150
2017
Q4 		$2.92M Sell
98,427
-5,577
-5% -$165K 0.15% 133
2017
Q3 		$3.01M Sell
104,004
-17,342
-14% -$490K 0.16% 131
2017
Q2 		$3.45M Buy
121,346
+11,915
+11% +$337K 0.19% 120
2017
Q1 		$3.01M Buy
109,431
+10,356
+10% +$278K 0.17% 126
2016
Q4 		$2.59M Buy
99,075
+26,384
+36% +$669K 0.15% 124
2016
Q3 		$1.8M Buy
72,691
+8,960
+14% +$218K 0.1% 158
2016
Q2 		$1.53M Buy
63,731
+6,896
+12% +$166K 0.09% 178
2016
Q1 		$1.36M Sell
56,835
-820
-1% -$19.3K 0.08% 189
2015
Q4 		$1.46M Buy
+57,655
New +$1.5M 0.09% 173

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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.8B AUM 13.34% 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 $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Old National Bancorp's HEFA Position: Q3 2025 in Review

Old National Bancorp sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 21,983 shares — an estimated $834K sold.

Old National Bancorp first reported a position in HEFA in Q4 2015 and held it in 18 quarters. The position peaked at $3.45M in Q2 2017. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Old National Bancorp reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Old National Bancorp sold 21,983 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $834K.
  • Old National Bancorp first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and held it in 18 quarters.
  • Old National Bancorp's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.45M in Q2 2017.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Old National Bancorp's 13F filing for Q3 2025, filed 14 Oct 2025.