Tower Research Capital (TRC)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Tower Research Capital (TRC)’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	-33	Closed	-$1.31K	–	5328
2025 Q3	$1.31K	Sell	33 -1,556	-98%	-$60K	﹤0.01%	4829
2025 Q2	$60.3K	Buy	1,589 +1,569	+7,845%	+$57.4K	﹤0.01%	2806
2025 Q1	$726	Sell	20 -29	-59%	-$1.06K	﹤0.01%	4839
2024 Q4	$1.7K	Buy	49 +42	+600%	+$1.48K	﹤0.01%	4974
2024 Q3	$248	Buy	+7	New	+$243	﹤0.01%	5412
2024 Q2	–	Sell	-1,311	Closed	-$45.7K	–	5813
2024 Q1	$45.7K	Buy	1,311 +762	+139%	+$25.1K	﹤0.01%	2340
2023 Q4	$17.3K	Sell	549 -43	-7%	-$1.31K	﹤0.01%	3742
2023 Q3	$17.8K	Buy	592 +570	+2,591%	+$17.2K	﹤0.01%	3478
2023 Q2	$682	Buy	+22	New	+$666	﹤0.01%	5568
2023 Q1	–	Sell	-8	Closed	–	–	6006
2022 Q4	$0	Sell	8 -156	-95%	-$4.78K	﹤0.01%	6098
2022 Q3	$5K	Buy	+164	New	+$5.23K	﹤0.01%	5142
2022 Q2	–	Sell	-200	Closed	-$7K	–	6243
2022 Q1	$7K	Buy	+200	New	+$6.8K	﹤0.01%	4723
2021 Q4	–	Sell	-500	Closed	-$17K	–	6310
2021 Q3	$17K	Hold	500	–	–	﹤0.01%	3865
2021 Q2	$17K	Buy	+500	New	+$17K	﹤0.01%	4042
2020 Q4	–	Sell	-2,677	Closed	-$74K	–	5244
2020 Q3	$74K	Buy	2,677 +2,212	+476%	+$61.3K	﹤0.01%	3360
2020 Q2	$13K	Buy	+465	New	+$12.2K	﹤0.01%	3899
2020 Q1	–	Sell	-2,158	Closed	-$66K	–	3397
2019 Q4	$66K	Sell	2,158 -131	-6%	-$4K	0.01%	1166
2019 Q3	$69K	Buy	2,289 +2,144	+1,479%	+$62.6K	﹤0.01%	1570
2019 Q2	$4K	Sell	145 -4,914	-97%	-$144K	﹤0.01%	3023
2019 Q1	$146K	Buy	5,059 +4,059	+406%	+$113K	0.01%	1260
2018 Q4	$26K	Buy	+1,000	New	+$27.8K	﹤0.01%	1735
2018 Q3	–	Sell	-2,800	Closed	-$83K	–	3967
2018 Q2	$83K	Sell	2,800 -86	-3%	-$2.56K	﹤0.01%	1551
2018 Q1	$83K	Buy	+2,886	New	+$84.8K	0.01%	1387
2017 Q4	–	Sell	-3,500	Closed	-$101K	–	3715
2017 Q3	$101K	Buy	+3,500	New	+$98.9K	0.01%	1344
2017 Q2	–	Sell	-100	Closed	-$3K	–	3009
2017 Q1	$3K	Buy	+100	New	+$2.69K	﹤0.01%	2469
2016 Q4	–	Sell	-500	Closed	-$12K	–	4053
2016 Q3	$12K	Buy	+500	New	+$12.2K	﹤0.01%	1934
2016 Q2	–	Sell	-9,559	Closed	-$228K	–	4643
2016 Q1	$228K	Buy	+9,559	New	+$225K	0.03%	296

Other funds holding HEFA

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Tower Research Capital (TRC)'s HEFA Position: Q4 2025 in Review

Tower Research Capital (TRC) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 33 shares — an estimated $1.31K sold.

Tower Research Capital (TRC) first reported a position in HEFA in Q1 2016 and held it in 27 quarters. The position peaked at $228K in Q1 2016. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Tower Research Capital (TRC) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 33 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $1.31K.
Tower Research Capital (TRC) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and held it in 27 quarters.
Tower Research Capital (TRC)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $228K in Q1 2016.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2025, filed 17 Feb 2026.