Acorn Financial Advisory Services’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	$1.06M	Sell	24,968 -404	-2%	-$17.4K	0.15%	70
2025 Q4	$1.05M	Buy	25,372 +1,814	+8%	+$74.3K	0.15%	68
2025 Q3	$933K	Buy	23,558 +4,802	+26%	+$185K	0.14%	72
2025 Q2	$712K	Buy	18,756 +3,266	+21%	+$119K	0.12%	88
2025 Q1	$562K	Buy	15,490 +374	+2%	+$13.6K	0.1%	98
2024 Q4	$525K	Buy	15,116 +50	+0.3%	+$1.76K	0.09%	112
2024 Q3	$534K	Sell	15,066 -317	-2%	-$11K	0.09%	103
2024 Q2	$547K	Buy	15,383 +281	+2%	+$9.86K	0.1%	100
2024 Q1	$527K	Sell	15,102 -271	-2%	-$8.92K	0.1%	102
2023 Q4	$484K	Buy	15,373 +82	+0.5%	+$2.5K	0.08%	143
2023 Q3	$460K	Buy	15,291 +157	+1%	+$4.75K	0.08%	142
2023 Q2	$469K	Buy	15,134 +590	+4%	+$17.9K	0.08%	141
2023 Q1	$429K	Buy	14,544 +1,353	+10%	+$39.1K	0.08%	141
2022 Q4	$356K	Buy	13,191 +1,411	+12%	+$43.2K	0.08%	156
2022 Q3	$352K	Buy	11,780 +847	+8%	+$27K	0.08%	153
2022 Q2	$348K	Buy	+10,933	New	+$362K	0.08%	151