AWM
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Apex Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Apex Wealth Management’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,850
Closed -$1.48M – 57
2025
Q1 		$1.48M Sell
40,850
-4,598
-10% -$167K 1.33% 24
2024
Q4 		$1.58M Buy
+45,448
New +$1.58M 1.36% 26