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 Q3	$2.2M	Hold	47,500	–	–	0.22%	70
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

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BIA

Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Grove Bank & Trust's HEFA Position: Q3 2026 in Review

Grove Bank & Trust held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2026 at 47,500 shares worth $2.2M. The position accounts for 0.22% of the portfolio, ranked #70.

Grove Bank & Trust first reported a position in HEFA in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.23M in Q2 2026. 36 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

Grove Bank & Trust held 47,500 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.2M as of Q3 2026.
Grove Bank & Trust left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.22% of Grove Bank & Trust's portfolio in Q3 2026, its #70 holding.
Grove Bank & Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2019 and has held it in 29 quarters since.
Grove Bank & Trust's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.23M in Q2 2026.
36 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.