AMG National Trust Bank’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

AMG National Trust Bank’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
2026 Q2	$220K	Buy	+4,678	New	+$210K	﹤0.01%	425

Other funds holding HEFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

QWP

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

AMG National Trust Bank's HEFA Position: Q2 2026 in Review

AMG National Trust Bank opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 4,678 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings.

276 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

AMG National Trust Bank held 4,678 shares of iShares Currency Hedged MSCI EAFE ETF worth $220K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new AMG National Trust Bank position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #425 holding.
276 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.