Seaview Investment Managers’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Seaview Investment Managers’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 Q1	–	Sell	-9,889	Closed	-$409K	–	78
2025 Q4	$409K	Sell	9,889 -86,215	-90%	-$3.53M	0.15%	52
2025 Q3	$3.81M	Sell	96,104 -160,486	-63%	-$6.19M	1.41%	28
2025 Q2	$9.74M	Sell	256,590 -3,548	-1%	-$130K	2.06%	23
2025 Q1	$9.44M	Buy	260,138 +86,325	+50%	+$3.15M	2.29%	25
2024 Q4	$6.04M	Sell	173,813 -84,299	-33%	-$2.97M	1.67%	29
2024 Q3	$9.14M	Sell	258,112 -9,753	-4%	-$339K	2.75%	22
2024 Q2	$9.52M	Buy	267,865 +68,152	+34%	+$2.39M	2.87%	17
2024 Q1	$6.97M	Buy	199,713 +75,353	+61%	+$2.48M	2.1%	29
2023 Q4	$3.92M	Buy	124,360 +9,396	+8%	+$286K	1.25%	30
2023 Q3	$3.46M	Buy	+114,964	New	+$3.48M	1.16%	29

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Seaview Investment Managers's HEFA Position: Q1 2026 in Review

Seaview Investment Managers sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 9,889 shares — an estimated $409K sold.

Seaview Investment Managers first reported a position in HEFA in Q3 2023 and held it in 10 quarters. The position peaked at $9.74M in Q2 2025. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Seaview Investment Managers reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Seaview Investment Managers sold 9,889 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $409K.
Seaview Investment Managers first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and held it in 10 quarters.
Seaview Investment Managers's iShares Currency Hedged MSCI EAFE ETF position peaked at $9.74M in Q2 2025.
434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Seaview Investment Managers's 13F filing for Q1 2026, filed 14 May 2026.