Renaissance Technologies’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Renaissance Technologies’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	-16,700	Closed	-$634K	–	3654
2025 Q2	$634K	Sell	16,700 -218,800	-93%	-$8M	﹤0.01%	2714
2025 Q1	$8.55M	Buy	235,500 +129,900	+123%	+$4.74M	0.01%	1089
2024 Q4	$3.67M	Buy	105,600 +17,187	+19%	+$605K	0.01%	1641
2024 Q3	$3.13M	Buy	+88,413	New	+$3.07M	﹤0.01%	1739
2024 Q2	–	Sell	-150,300	Closed	-$5.24M	–	3695
2024 Q1	$5.24M	Buy	150,300 +47,600	+46%	+$1.57M	0.01%	1378
2023 Q4	$3.24M	Buy	102,700 +77,300	+304%	+$2.36M	0.01%	1634
2023 Q3	$765K	Sell	25,400 -25,300	-50%	-$766K	﹤0.01%	2475
2023 Q2	$1.57M	Buy	50,700 +31,300	+161%	+$948K	﹤0.01%	2158
2023 Q1	$572K	Buy	19,400 +8,950	+86%	+$258K	﹤0.01%	2812
2022 Q4	$282K	Sell	10,450 -6,650	-39%	-$204K	﹤0.01%	3248
2022 Q3	$511K	Buy	+17,100	New	+$545K	﹤0.01%	2923
2022 Q1	–	Sell	-8,700	Closed	-$307K	–	4226
2021 Q4	$307K	Sell	8,700 -34,100	-80%	-$1.2M	﹤0.01%	3335
2021 Q3	$1.47M	Buy	+42,800	New	+$1.49M	﹤0.01%	2323

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

Renaissance Technologies's HEFA Position: Q3 2025 in Review

Renaissance Technologies sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 16,700 shares — an estimated $634K sold.

Renaissance Technologies first reported a position in HEFA in Q3 2021 and held it in 13 quarters. The position peaked at $8.55M in Q1 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Renaissance Technologies reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Renaissance Technologies sold 16,700 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $634K.
Renaissance Technologies first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and held it in 13 quarters.
Renaissance Technologies's iShares Currency Hedged MSCI EAFE ETF position peaked at $8.55M in Q1 2025.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.