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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHA CURR HEDGED MSCI EAFE

Dynasty Wealth Management, LLC holds 3.6M shares of HEFA (ISHA CURR HEDGED MSCI EAFE), worth $167.2M as of 2026-Q2. The position was increased (+2.6% shares). HEFA represents 1.2% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$167.2M

Current Shares

3.6M

Total Value Change

+$167.2M

Total Shares Change

+3.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.6M
+2.6%
$167.2M1.2%$46.24
49
2026-Q1
Decreased
3.5M
-2.3%
$147.6M1.3%$43.35
0
2025-Q4
Decreased
3.6M
-15.3%
$147M1.4%$41.54
0
2025-Q3
Increased
4.2M
+15.3%
$166.2M2.2%$38.37
60
2025-Q2
Decreased
3.6M
-6.3%
$138.1M2.4%$36.43
0
2025-Q1
Decreased
3.9M
-13.0%
$140.9M2.3%$34.94
0
2024-Q4
New
4.5M
-
$155M2.7%$33.10
78
2024-Q3
Exited
0
-100.0%
$00.0%$33.34
0

Other major holders of HEFA: GOLDMAN SACHS GROUP INC

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