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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $358M AUM 22.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 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. 184 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.
184 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.