Grove Bank & Trust’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Grove Bank & 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	$2.23M	Hold	47,500	–	–	0.22%	74
2026 Q1	$2.02M	Hold	47,500	–	–	0.23%	73
2025 Q4	$1.96M	Hold	47,500	–	–	0.22%	73
2025 Q3	$1.88M	Hold	47,500	–	–	0.22%	75
2025 Q2	$1.8M	Hold	47,500	–	–	0.22%	77
2025 Q1	$1.72M	Hold	47,500	–	–	0.23%	78
2024 Q4	$1.65M	Hold	47,500	–	–	0.23%	73
2024 Q3	$1.68M	Hold	47,500	–	–	0.25%	73
2024 Q2	$1.69M	Hold	47,500	–	–	0.27%	68
2024 Q1	$1.66M	Hold	47,500	–	–	0.28%	65
2023 Q4	$1.5M	Hold	47,500	–	–	0.28%	68
2023 Q3	$1.43M	Hold	47,500	–	–	0.29%	69
2023 Q2	$1.47M	Hold	47,500	–	–	0.3%	69
2023 Q1	$1.4M	Hold	47,500	–	–	0.3%	67
2022 Q4	$1.28M	Hold	47,500	–	–	0.28%	76
2022 Q3	$1.42M	Hold	47,500	–	–	0.35%	63
2022 Q2	$1.51M	Hold	47,500	–	–	0.36%	64
2022 Q1	$1.61M	Hold	47,500	–	–	0.32%	71
2021 Q4	$1.68M	Hold	47,500	–	–	0.32%	67
2021 Q3	$1.63M	Hold	47,500	–	–	0.34%	62
2021 Q2	$1.65M	Hold	47,500	–	–	0.36%	62
2021 Q1	$1.57M	Hold	47,500	–	–	0.37%	65
2020 Q4	$1.45M	Hold	47,500	–	–	0.38%	65
2020 Q3	$1.31M	Hold	47,500	–	–	0.4%	58
2020 Q2	$1.31M	Hold	47,500	–	–	0.43%	60
2020 Q1	$1.15M	Hold	47,500	–	–	0.45%	57
2019 Q4	$1.45M	Hold	47,500	–	–	0.44%	55
2019 Q3	$1.42M	Buy	+47,500	New	+$1.39M	0.46%	51

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

Grove Bank & Trust's HEFA Position: Q2 2026 in Review

Grove Bank & Trust held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 47,500 shares worth $2.23M. The position accounts for 0.22% of the portfolio, ranked #74.

Grove Bank & Trust first reported a position in HEFA in Q3 2019 and has held it in 28 quarters since. 450 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Grove Bank & Trust held 47,500 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.23M as of Q2 2026.
Grove Bank & Trust left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.22% of Grove Bank & Trust's portfolio in Q2 2026, its #74 holding.
Grove Bank & Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
450 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.