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

TritonPoint Wealth’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 		$540K Buy
11,515
+1,063
+10% +$47.8K 0.05% 169
2026
Q1 		$444K Sell
10,452
-662
-6% -$28.5K 0.05% 186
2025
Q4 		$460K Sell
11,114
-103,706
-90% -$4.25M 0.05% 182
2025
Q3 		$4.55M Buy
114,820
+2,020
+2% +$77.9K 0.39% 67
2025
Q2 		$4.28M Sell
112,800
-850
-0.7% -$31.1K 0.4% 68
2025
Q1 		$4.12M Sell
113,650
-12,236
-10% -$446K 0.39% 67
2024
Q4 		$4.37M Buy
125,886
+857
+0.7% +$30.2K 0.4% 67
2024
Q3 		$4.42M Sell
125,029
-14,588
-10% -$507K 0.4% 69
2024
Q2 		$4.96M Sell
139,617
-1,291
-0.9% -$45.3K 0.48% 57
2024
Q1 		$4.4M Buy
140,908
+1,185
+0.8% +$39K 0.46% 60
2023
Q4 		$4.4M Buy
+139,723
New +$4.26M 0.43% 63

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TritonPoint Wealth's HEFA Position: Q2 2026 in Review

TritonPoint Wealth increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 10% in Q2 2026, buying an estimated $47.8K and bringing the position to 11,515 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #169.

TritonPoint Wealth first reported a position in HEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.96M in Q2 2024. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • TritonPoint Wealth held 11,515 shares of iShares Currency Hedged MSCI EAFE ETF worth $540K as of Q2 2026.
  • TritonPoint Wealth bought 1,063 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $47.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.05% of TritonPoint Wealth's portfolio in Q2 2026, its #169 holding.
  • TritonPoint Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.96M in Q2 2024.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.