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

Trinity Wealth Management, LLC

  • $255 Million
  • Q3 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 29,168 shares of HEFA stock, worth $1.19 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
29,168
Previous 28,463 2.48%
Holding current value
$1.19 Million
Previous $1.08 Million 6.94%
% of portfolio
0.45%
Previous 0.44%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$37.2 - $39.61 $26,226 - $27,925
705 Added 2.48%
29,168 $1.16 Million
Q2 2025

Jul 11, 2025
SELL
$32.11 - $38.21 $192,435 - $228,992
-5,993 Reduced 17.39%
28,463 $1.08 Million
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
501
Shares Held
154M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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