VWWMG
HEFA icon

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
Goldman Sachs New York $761B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
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
LPL Financial San Diego, California $376B 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return