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Triumph Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Triumph Capital 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 		– Sell
-1,243
Closed -$52.8K – 1884
2026
Q1 		$52.8K Hold
1,243
– – 0.01% 623
2025
Q4 		$51.4K Buy
+1,243
New +$50.9K 0.01% 609

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

Triumph Capital Management's HEFA Position: Q2 2026 in Review

Triumph Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026, closing a stake of 1,243 shares — an estimated $52.8K sold.

Triumph Capital Management first reported a position in HEFA in Q4 2025 and held it in 2 quarters. The position peaked at $52.8K in Q1 2026. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • Triumph Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Triumph Capital Management sold 1,243 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $52.8K.
  • Triumph Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • Triumph Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $52.8K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.