CTC
HEFA icon

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
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 – 1297
2017
Q4 		$33K Buy
+1,100
New +$32.6K ﹤0.01% 767

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return