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 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%	+$9.58K	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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trinity Wealth Management's HEFA Position: Q2 2026 in Review

Trinity Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.43% in Q2 2026, buying an estimated $6.07K and bringing the position to 31,729 shares worth $1.49M. The position accounts for 0.47% of the portfolio, ranked #37.

Trinity Wealth Management first reported a position in HEFA in Q3 2023 and has held it in 12 quarters since. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Trinity Wealth Management held 31,729 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.49M as of Q2 2026.
Trinity Wealth Management bought 135 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $6.07K.
iShares Currency Hedged MSCI EAFE ETF made up 0.47% of Trinity Wealth Management's portfolio in Q2 2026, its #37 holding.
Trinity Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.