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

Glenview Trust’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	$271K	Hold	5,770	–	–	﹤0.01%	459
2026 Q1	$245K	Hold	5,770	–	–	﹤0.01%	462
2025 Q4	$239K	Sell	5,770 -385	-6%	-$15.8K	﹤0.01%	455
2025 Q3	$244K	Hold	6,155	–	–	﹤0.01%	455
2025 Q2	$234K	Sell	6,155 -55	-0.9%	-$2.01K	﹤0.01%	466
2025 Q1	$225K	Sell	6,210 -1,270	-17%	-$46.3K	﹤0.01%	447
2024 Q4	$260K	Hold	7,480	–	–	﹤0.01%	436
2024 Q3	$265K	Sell	7,480 -647	-8%	-$22.5K	0.01%	428
2024 Q2	$289K	Sell	8,127 -500	-6%	-$17.5K	0.01%	406
2024 Q1	$301K	Sell	8,627 -100	-1%	-$3.29K	0.01%	397
2023 Q4	$275K	Sell	8,727 -400	-4%	-$12.2K	0.01%	408
2023 Q3	$275K	Sell	9,127 -500	-5%	-$15.1K	0.01%	391
2023 Q2	$298K	Buy	+9,627	New	+$291K	0.01%	384

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

Glenview Trust's HEFA Position: Q2 2026 in Review

Glenview Trust held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 5,770 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Glenview Trust first reported a position in HEFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $301K in Q1 2024. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Glenview Trust held 5,770 shares of iShares Currency Hedged MSCI EAFE ETF worth $271K as of Q2 2026.
Glenview Trust 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 Glenview Trust's portfolio in Q2 2026, its #459 holding.
Glenview Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
Glenview Trust's iShares Currency Hedged MSCI EAFE ETF position peaked at $301K in Q1 2024.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.