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 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 New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TritonPoint Wealth's HEFA Position: Q1 2026 in Review

TritonPoint Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6% in Q1 2026, selling an estimated $28.5K and leaving 10,452 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #186.

TritonPoint Wealth first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.96M in Q2 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

TritonPoint Wealth held 10,452 shares of iShares Currency Hedged MSCI EAFE ETF worth $444K as of Q1 2026.
TritonPoint Wealth sold 662 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $28.5K.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #186 holding.
TritonPoint Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.96M in Q2 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.