LongView Wealth Management
HEFA icon

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
Q3 		$261K Buy
5,634
+456
+9% +$21.3K 0.06% 204
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

LongView Wealth Management's HEFA Position: Q3 2026 in Review

LongView Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 8.8% in Q3 2026, buying an estimated $21.3K and bringing the position to 5,634 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #204.

LongView Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • LongView Wealth Management held 5,634 shares of iShares Currency Hedged MSCI EAFE ETF worth $261K as of Q3 2026.
  • LongView Wealth Management bought 456 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $21.3K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #204 holding.
  • LongView Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.