Apeiron RIA’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Apeiron RIA’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
2025 Q3	–	Sell	-16,274	Closed	-$618K	–	221
2025 Q2	$618K	Sell	16,274 -33,974	-68%	-$1.24M	0.16%	108
2025 Q1	$1.82M	Buy	+50,248	New	+$1.83M	0.55%	45
2024 Q3	–	Sell	-54,822	Closed	-$1.95M	–	208
2024 Q2	$1.95M	Buy	54,822 +19,365	+55%	+$680K	0.6%	37
2024 Q1	$1.24M	Buy	+35,457	New	+$1.17M	0.36%	54

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Apeiron RIA's HEFA Position: Q3 2025 in Review

Apeiron RIA sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 16,274 shares — an estimated $618K sold.

Apeiron RIA first reported a position in HEFA in Q1 2024 and held it in 4 quarters. The position peaked at $1.95M in Q2 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Apeiron RIA reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Apeiron RIA sold 16,274 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $618K.
Apeiron RIA first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 4 quarters.
Apeiron RIA's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.95M in Q2 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Apeiron RIA's 13F filing for Q3 2025, filed 14 Oct 2025.