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

Rovin 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	$680K	Buy	16,437 +376	+2%	+$15.4K	0.18%	100
2025 Q3	$636K	Buy	16,061 +105	+0.7%	+$4.05K	0.18%	96
2025 Q2	$606K	Sell	15,956 -239	-1%	-$8.74K	0.18%	85
2025 Q1	$588K	Sell	16,195 -346	-2%	-$12.6K	0.19%	85
2024 Q4	$574K	Buy	16,541 +1,437	+10%	+$50.6K	0.21%	83
2024 Q3	$534K	Buy	15,104 +1,590	+12%	+$55.3K	0.2%	101
2024 Q2	$480K	Buy	13,514 +1,163	+9%	+$40.8K	0.2%	96
2024 Q1	$431K	Buy	+12,351	New	+$407K	0.18%	100
2020 Q1	–	Sell	-14,020	Closed	-$428K	–	44
2019 Q4	$428K	Buy	+14,020	New	+$428K	0.37%	26

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Rovin Capital's HEFA Position: Q4 2025 in Review

Rovin Capital increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.3% in Q4 2025, buying an estimated $15.4K and bringing the position to 16,437 shares worth $680K. The position accounts for 0.18% of the portfolio, ranked #100.

Rovin Capital first reported a position in HEFA in Q4 2019 and has held it in 9 quarters since. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Rovin Capital held 16,437 shares of iShares Currency Hedged MSCI EAFE ETF worth $680K as of Q4 2025.
Rovin Capital bought 376 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $15.4K.
iShares Currency Hedged MSCI EAFE ETF made up 0.18% of Rovin Capital's portfolio in Q4 2025, its #100 holding.
Rovin Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 9 quarters since.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.