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 $761B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return