Trinity Wealth Management
HEFA icon

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

Trinity 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
Q3 		$8.61M Buy
185,604
+153,875
+485% +$7.2M 2.73% 12
2026
Q2 		$1.49M Buy
31,729
+135
+0.4% +$6.07K 0.47% 37
2026
Q1 		$1.34M Sell
31,594
-389
-1% -$16.8K 0.49% 33
2025
Q4 		$1.32M Buy
31,983
+2,815
+10% +$115K 0.49% 32
2025
Q3 		$1.16M Buy
29,168
+705
+2% +$27.2K 0.43% 34
2025
Q2 		$1.08M Sell
28,463
-5,993
-17% -$219K 0.43% 34
2025
Q1 		$1.25M Buy
34,456
+525
+2% +$19.1K 0.57% 24
2024
Q4 		$1.18M Buy
33,931
+272
+0.8% +$9.6K 0.53% 27
2024
Q3 		$1.19M Buy
33,659
+576
+2% +$20K 0.55% 27
2024
Q2 		$1.18M Buy
33,083
+1,206
+4% +$42.3K 0.59% 25
2024
Q1 		$1.11M Buy
31,877
+1,104
+4% +$36.4K 0.57% 24
2023
Q4 		$970K Buy
30,773
+2,141
+7% +$65.3K 0.58% 27
2023
Q3 		$862K Buy
+28,632
New +$866K 0.53% 28

Other funds holding HEFA

Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Trinity Wealth Management's HEFA Position: Q3 2026 in Review

Trinity Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 485% in Q3 2026, buying an estimated $7.2M and bringing the position to 185,604 shares worth $8.61M. The position accounts for 2.73% of the portfolio, ranked #12.

Trinity Wealth Management first reported a position in HEFA in Q3 2023 and has held it in 13 quarters since. 158 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

  • Trinity Wealth Management held 185,604 shares of iShares Currency Hedged MSCI EAFE ETF worth $8.61M as of Q3 2026.
  • Trinity Wealth Management bought 153,875 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $7.2M.
  • iShares Currency Hedged MSCI EAFE ETF made up 2.73% of Trinity Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Trinity Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 13 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.