Central Trust Company’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Central Trust Company’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	$1.5K	Hold	32	–	–	﹤0.01%	1447
2026 Q1	$1.36K	Sell	32 -125	-80%	-$5.38K	﹤0.01%	1394
2025 Q4	$6.49K	Hold	157	–	–	﹤0.01%	1185
2025 Q3	$6.22K	Buy	157 +125	+391%	+$4.82K	﹤0.01%	1167
2025 Q2	$1.22K	Hold	32	–	–	﹤0.01%	1356
2025 Q1	$1.16K	Hold	32	–	–	﹤0.01%	1369
2024 Q4	$1.11K	Hold	32	–	–	﹤0.01%	1374
2024 Q3	$1.13K	Buy	+32	New	+$1.11K	﹤0.01%	1306
2022 Q3	–	Sell	-139	Closed	-$4K	–	1352
2022 Q2	$4K	Buy	+139	New	+$4.61K	﹤0.01%	1145
2018 Q1	–	Sell	-1,100	Closed	-$33K	–	1295
2017 Q4	$33K	Buy	+1,100	New	+$32.6K	﹤0.01%	767

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Central Trust Company's HEFA Position: Q2 2026 in Review

Central Trust Company held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 32 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Central Trust Company first reported a position in HEFA in Q4 2017 and has held it in 10 quarters since. The position peaked at $33K in Q4 2017. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Central Trust Company held 32 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.5K as of Q2 2026.
Central Trust Company left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #1447 holding.
Central Trust Company first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and has held it in 10 quarters since.
Central Trust Company's iShares Currency Hedged MSCI EAFE ETF position peaked at $33K in Q4 2017.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.