Aaron Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Sell	43,502 -8,203	-16%	-$353K	0.11%	116
2025 Q4	$2.14M	Sell	51,705 -15,856	-23%	-$650K	0.12%	118
2025 Q3	$2.68M	Sell	67,561 -5,455	-7%	-$210K	0.16%	75
2025 Q2	$2.77M	Sell	73,016 -2,056	-3%	-$75.2K	0.28%	53
2025 Q1	$2.72M	Sell	75,072 -7,703	-9%	-$281K	0.31%	51
2024 Q4	$2.88M	Buy	82,775 +3,643	+5%	+$128K	0.33%	42
2024 Q3	$2.8M	Sell	79,132 -487	-0.6%	-$16.9K	0.33%	45
2024 Q2	$2.83M	Sell	79,619 -338	-0.4%	-$11.9K	0.39%	38
2024 Q1	$2.79M	Sell	79,957 -2,741	-3%	-$90.3K	0.4%	37
2023 Q4	$2.61M	Sell	82,698 -19	-0%	-$579	0.43%	32
2023 Q3	$2.49M	Sell	82,717 -16	-0%	-$484	0.32%	48
2023 Q2	$2.56M	Sell	82,733 -2,800	-3%	-$84.8K	0.33%	48
2023 Q1	$2.52M	Hold	85,533	–	–	0.35%	49
2022 Q4	$2.31M	Sell	85,533 -8,932	-9%	-$274K	0.34%	54
2022 Q3	$2.82M	Sell	94,465 -3,440	-4%	-$110K	0.52%	42
2022 Q2	$3.12M	Sell	97,905 -3,621,240	-97%	-$120M	0.78%	31
2022 Q1	$110M	Buy	3,719,145 +3,609,768	+3,300%	+$123M	1.52%	15
2021 Q4	$3.86M	Sell	109,377 -6,254	-5%	-$221K	1.08%	22
2021 Q3	$3.98M	Hold	115,631	–	–	1.12%	21
2021 Q2	$4M	Sell	115,631 -2,101	-2%	-$71.3K	1.32%	19
2021 Q1	$3.88M	Sell	117,732 -44,285	-27%	-$1.41M	1.42%	17
2020 Q4	$4.94M	Buy	+162,017	New	+$4.73M	1.81%	17