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

Act 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 		$18.5M Sell
487,427
-5,279
-1% -$200K 7.82% 7
2025
Q1 		$17.9M Buy
492,706
+12,889
+3% +$468K 8.09% 7
2024
Q4 		$16.7M Buy
+479,817
New +$16.7M 7.79% 6