Vermillion & White Wealth Management Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-690	Closed	-$28.5K	–	256
2025 Q4	$28.5K	Sell	690 -114	-14%	-$4.67K	0.02%	212
2025 Q3	$31.8K	Sell	804 -74,427	-99%	-$2.87M	0.02%	200
2025 Q2	$2.86M	Sell	75,231 -78,244	-51%	-$2.86M	1.86%	12
2025 Q1	$5.57M	Buy	153,475 +149,357	+3,627%	+$5.44M	4.03%	7
2024 Q4	$143K	Buy	4,118 +3,224	+361%	+$114K	0.11%	73
2024 Q3	$31.7K	Buy	894 +752	+530%	+$26.1K	0.02%	162
2024 Q2	$5.05K	Buy	+142	New	+$4.98K	﹤0.01%	265

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vermillion & White Wealth Management Group's HEFA Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2026, closing a stake of 690 shares — an estimated $28.5K sold.

Vermillion & White Wealth Management Group first reported a position in HEFA in Q2 2024 and held it in 7 quarters. The position peaked at $5.57M in Q1 2025. 434 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 690 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $28.5K.
Vermillion & White Wealth Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 7 quarters.
Vermillion & White Wealth Management Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.57M in Q1 2025.
434 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.