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
2025
Q2
$291K Sell
2025
Q1
$410K Hold
2024
Q4
$393K Sell
2024
Q3
$666K Sell
2024
Q2
$847K Sell
2024
Q1
$2.14M Sell
2023
Q4
$1.97M Buy
2023
Q3
$1.7M Sell
2023
Q2
$1.87M Buy
2023
Q1
$1.59M Buy