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Indiana Trust & Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Indiana Trust & Investment 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
2025
Q1 		– Sell
-18
Closed -$626 – 478
2024
Q4 		$626 Hold
18
– – ﹤0.01% 475
2024
Q3 		$638 Buy
+18
New +$626 ﹤0.01% 481

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Indiana Trust & Investment Management's HEFA Position: Q1 2025 in Review

Indiana Trust & Investment Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 18 shares — an estimated $626 sold.

Indiana Trust & Investment Management first reported a position in HEFA in Q3 2024 and held it in 2 quarters. The position peaked at $638 in Q3 2024. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

  • Indiana Trust & Investment Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 18 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $626.
  • Indiana Trust & Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
  • Indiana Trust & Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $638 in Q3 2024.
  • 522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2025, filed 21 May 2025.