TRUE Private Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

TRUE Private Wealth Advisors’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	$2.49M	Buy	58,532 +16,131	+38%	+$695K	0.24%	61
2025 Q4	$1.75M	Buy	42,401 +306	+0.7%	+$12.5K	0.18%	80
2025 Q3	$1.67M	Buy	42,095 +2,282	+6%	+$88K	0.17%	87
2025 Q2	$1.51M	Sell	39,813 -307	-0.8%	-$11.2K	0.17%	87
2025 Q1	$1.46M	Sell	40,120 -39,410	-50%	-$1.44M	0.18%	79
2024 Q4	$2.76M	Sell	79,530 -2,396	-3%	-$84.4K	0.34%	49
2024 Q3	$2.9M	Sell	81,926 -47,549	-37%	-$1.65M	0.35%	50
2024 Q2	$4.6M	Buy	129,475 +7,454	+6%	+$262K	0.52%	37
2024 Q1	$4.26M	Buy	122,021 +40,340	+49%	+$1.33M	0.49%	38
2023 Q4	$2.57M	Sell	81,681 -27,432	-25%	-$836K	0.33%	47
2023 Q3	$3.28M	Buy	+109,113	New	+$3.3M	0.46%	45

Other funds holding HEFA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

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