LongView Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

LongView Wealth Management’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	$243K	Hold	5,178	–	–	0.06%	207
2026 Q1	$231K	Hold	5,178	–	–	0.06%	227
2025 Q4	$223K	Buy	5,178 +80	+2%	+$3.28K	0.05%	240
2025 Q3	$202K	Buy	+5,098	New	+$196K	0.05%	222
2025 Q2	–	Sell	-5,709	Closed	-$207K	–	218
2025 Q1	$207K	Buy	+5,709	New	+$208K	0.06%	196

Other funds holding HEFA

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

LongView Wealth Management's HEFA Position: Q2 2026 in Review

LongView Wealth Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 5,178 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #207.

LongView Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

LongView Wealth Management held 5,178 shares of iShares Currency Hedged MSCI EAFE ETF worth $243K as of Q2 2026.
LongView Wealth Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #207 holding.
LongView Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.