Verus Capital Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Verus Capital Partners’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	-7,165	Closed	-$272K	–	428
2025 Q2	$272K	Sell	7,165 -10,139	-59%	-$371K	0.02%	309
2025 Q1	$628K	Buy	+17,304	New	+$631K	0.06%	176
2024 Q3	–	Sell	-17,710	Closed	-$630K	–	370
2024 Q2	$630K	Sell	17,710 -446	-2%	-$15.7K	0.07%	166
2024 Q1	$633K	Buy	+18,156	New	+$598K	0.07%	157

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

Verus Capital Partners's HEFA Position: Q3 2025 in Review

Verus Capital Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 7,165 shares — an estimated $272K sold.

Verus Capital Partners first reported a position in HEFA in Q1 2024 and held it in 4 quarters. The position peaked at $633K in Q1 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Verus Capital Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Verus Capital Partners sold 7,165 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $272K.
Verus Capital Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 4 quarters.
Verus Capital Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $633K in Q1 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Verus Capital Partners's 13F filing for Q3 2025, filed 10 Nov 2025.