Altus Wealth Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-98,819
Closed -$3.5M 147
2024
Q3
$3.5M Buy
98,819
+53,923
+120% +$1.91M 1.5% 15
2024
Q2
$1.6M Buy
+44,896
New +$1.6M 0.8% 34