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

Dynasty 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 Q1	$148M	Sell	3,473,227 -80,635	-2%	-$3.47M	1.29%	25
2025 Q4	$147M	Sell	3,553,862 -640,907	-15%	-$26.3M	1.44%	19
2025 Q3	$166M	Buy	4,194,769 +556,889	+15%	+$21.5M	2.22%	15
2025 Q2	$138M	Sell	3,637,880 -245,608	-6%	-$8.98M	2.35%	16
2025 Q1	$141M	Sell	3,883,488 -578,141	-13%	-$21.1M	2.35%	16
2024 Q4	$155M	Buy	+4,461,629	New	+$157M	2.67%	13
2024 Q3	–	Sell	-4,256,358	Closed	-$151M	–	242
2024 Q2	$151M	Sell	4,256,358 -4,970	-0.1%	-$174K	4.46%	9
2024 Q1	$149M	Buy	+4,261,328	New	+$140M	4.74%	9

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

Northwestern Mutual Wealth Management

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

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return