Ameliora Wealth Management’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	$27.4K	Hold	645	–	–	0.01%	173
2025 Q4	$26.7K	Hold	645	–	–	0.01%	176
2025 Q3	$25.5K	Sell	645 -7,020	-92%	-$271K	0.01%	181
2025 Q2	$291K	Sell	7,665 -3,646	-32%	-$133K	0.1%	87
2025 Q1	$410K	Hold	11,311	–	–	0.15%	67
2024 Q4	$393K	Sell	11,311 -7,500	-40%	-$264K	0.15%	71
2024 Q3	$666K	Sell	18,811 -5,000	-21%	-$174K	0.28%	46
2024 Q2	$847K	Sell	23,811 -37,662	-61%	-$1.32M	0.38%	43
2024 Q1	$2.14M	Sell	61,473 -1,173	-2%	-$38.6K	0.97%	33
2023 Q4	$1.97M	Buy	62,646 +6,062	+11%	+$185K	0.98%	34
2023 Q3	$1.7M	Sell	56,584 -3,804	-6%	-$115K	1.01%	35
2023 Q2	$1.87M	Buy	60,388 +6,354	+12%	+$192K	1.16%	31
2023 Q1	$1.59M	Buy	+54,034	New	+$1.56M	0.93%	38