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

Park Place 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 Q3	–	Sell	-177	Closed	-$6.7K	–	806
2025 Q2	$6.7K	Sell	177 -1,661	-90%	-$60.7K	﹤0.01%	638
2025 Q1	$66.7K	Sell	1,838 -138	-7%	-$5.03K	0.02%	306
2024 Q4	$68.7K	Sell	1,976 -1,084	-35%	-$38.2K	0.02%	317
2024 Q3	$108K	Sell	3,060 -150	-5%	-$5.21K	0.03%	277
2024 Q2	$114K	Sell	3,210 -488	-13%	-$17.1K	0.04%	261
2024 Q1	$129K	Buy	3,698 +336	+10%	+$11.1K	0.05%	286
2023 Q4	$106K	Hold	3,362	–	–	0.04%	299
2023 Q3	$101K	Hold	3,362	–	–	0.03%	339
2023 Q2	$104K	Sell	3,362 -670	-17%	-$20.3K	0.03%	341
2023 Q1	$119K	Sell	4,032 -225	-5%	-$6.5K	0.03%	317
2022 Q4	$115K	Buy	+4,257	New	+$130K	0.03%	330

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Park Place Capital's HEFA Position: Q3 2025 in Review

Park Place Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 177 shares — an estimated $6.7K sold.

Park Place Capital first reported a position in HEFA in Q4 2022 and held it in 11 quarters. The position peaked at $129K in Q1 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Park Place Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Park Place Capital sold 177 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $6.7K.
Park Place Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 11 quarters.
Park Place Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $129K in Q1 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Park Place Capital's 13F filing for Q3 2025, filed 22 Oct 2025.