Trinity Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Trinity Wealth Management, LLC

$218 Million
Q1 2025

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 34,456 shares of HEFA stock, worth $1.3 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

34,456

Previous 33,931 1.55%

Holding current value

$1.3 Million

Previous $1.18 Million 6.87%

% of portfolio

0.58%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$34.83 - $37.52 $18,285 - $19,698	525 Added 1.55%	34,456 $1.26 Million
Q4 2024 Jan 23, 2025	BUY	$34.42 - $35.88 $9,362 - $9,759	272 Added 0.81%	33,931 $1.18 Million
Q3 2024 Oct 18, 2024	BUY	$32.34 - $35.85 $18,627 - $20,649	576 Added 1.74%	33,659 $1.19 Million
Q2 2024 Jul 15, 2024	BUY	$33.83 - $35.94 $40,798 - $43,343	1,206 Added 3.78%	33,083 $1.18 Million
Q1 2024 Apr 17, 2024	BUY	$31.29 - $34.9 $34,544 - $38,529	1,104 Added 3.59%	31,877 $1.11 Million
Q4 2023 Jan 18, 2024	BUY	$28.86 - $31.76 $61,789 - $67,998	2,141 Added 7.48%	30,773 $969,000
Q3 2023 Oct 10, 2023	BUY	$29.54 - $30.96 $845,789 - $886,446	28,632 New	28,632 $861,000

Others Institutions Holding HEFA

# of Institutions

553

Shares Held

199M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

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Trinity Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History