Joel Greenblatt's HEFA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,320 shares of iShares Currency Hedged MSCI EAFE ETF (HEFA) worth $210,725, representing 0.00% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in HEFA, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Currency Hedged MSCI EAFE ETF (HEFA) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Currency Hedged MSCI EAFE ETF (HEFA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | +5,320 | New Buy | 5,320 | $39.61 |
Joel Greenblatt's iShares Currency Hedged MSCI EAFE ETF Investment FAQs
Joel Greenblatt first purchased iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, acquiring 5,320 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares Currency Hedged MSCI EAFE ETF (HEFA) for 1 quarters since Q3 2025.
Joel Greenblatt's largest addition to iShares Currency Hedged MSCI EAFE ETF (HEFA) was in Q3 2025, adding 5,320 shares worth $210,725.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,320 shares of iShares Currency Hedged MSCI EAFE ETF (HEFA), valued at approximately $210,725.
As of the Q3 2025 filing, iShares Currency Hedged MSCI EAFE ETF (HEFA) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Currency Hedged MSCI EAFE ETF (HEFA) was 5,320 shares, as reported at the end of Q3 2025.