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

Meridian 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	$804K	Sell	18,910 -383	-2%	-$16.5K	0.03%	395
2025 Q4	$798K	Sell	19,293 -867	-4%	-$35.5K	0.03%	389
2025 Q3	$799K	Sell	20,160 -260,943	-93%	-$10.1M	0.03%	378
2025 Q2	$10.7M	Sell	281,103 -38,368	-12%	-$1.4M	0.46%	44
2025 Q1	$11.6M	Buy	319,471 +1,907	+0.6%	+$69.5K	0.56%	36
2024 Q4	$11M	Buy	317,564 +43,138	+16%	+$1.52M	0.52%	39
2024 Q3	$9.72M	Buy	274,426 +99,809	+57%	+$3.47M	0.48%	44
2024 Q2	$6.21M	Buy	+174,617	New	+$6.13M	0.74%	25
2024 Q1	–	Sell	-100,381	Closed	-$3.16M	–	334
2023 Q4	$3.16M	Buy	+100,381	New	+$3.06M	0.2%	114

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