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

Apollon Wealth Management’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
2026 Q2	$1.38M	Sell	29,502 -605	-2%	-$27.2K	0.02%	613
2026 Q1	$1.28M	Sell	30,107 -1,143	-4%	-$49.2K	0.02%	514
2025 Q4	$1.29M	Sell	31,250 -15,206	-33%	-$623K	0.02%	487
2025 Q3	$1.84M	Sell	46,456 -17,043	-27%	-$657K	0.03%	399
2025 Q2	$2.41M	Sell	63,499 -10,795	-15%	-$395K	0.05%	322
2025 Q1	$2.7M	Buy	74,294 +17,935	+32%	+$654K	0.06%	272
2024 Q4	$1.96M	Sell	56,359 -5,035	-8%	-$177K	0.05%	341
2024 Q3	$2.17M	Sell	61,394 -26,734	-30%	-$929K	0.06%	287
2024 Q2	$3.13M	Buy	88,128 +12,708	+17%	+$446K	0.1%	192
2024 Q1	$2.63M	Sell	75,420 -53,269	-41%	-$1.75M	0.08%	224
2023 Q4	$4.05M	Buy	128,689 +111,977	+670%	+$3.41M	0.14%	141
2023 Q3	$503K	Buy	16,712 +5,278	+46%	+$160K	0.03%	552
2023 Q2	$354K	Buy	+11,434	New	+$346K	0.02%	698
2022 Q4	–	Sell	-8,539	Closed	-$255K	–	881
2022 Q3	$255K	Sell	8,539 -6,542	-43%	-$208K	0.02%	653
2022 Q2	$480K	Sell	15,081 -2,072	-12%	-$68.7K	0.04%	438
2022 Q1	$582K	Buy	+17,153	New	+$583K	0.04%	424

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management's HEFA Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2% in Q2 2026, selling an estimated $27.2K and leaving 29,502 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #613.

Apollon Wealth Management first reported a position in HEFA in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.05M in Q4 2023. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Apollon Wealth Management held 29,502 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.38M as of Q2 2026.
Apollon Wealth Management sold 605 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $27.2K.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #613 holding.
Apollon Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 16 quarters since.
Apollon Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.05M in Q4 2023.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.