Atria Wealth Solutions’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	$5.32M	Sell	140,398 -158,627	-53%	-$5.8M	0.12%	203
2025 Q1	$10.9M	Buy	299,025 +155,032	+108%	+$5.65M	0.13%	169
2024 Q4	$5M	Sell	143,993 -11,241	-7%	-$396K	0.05%	350
2024 Q3	$5.5M	Sell	155,234 -155,260	-50%	-$5.4M	0.06%	319
2024 Q2	$11M	Sell	310,494 -53,620	-15%	-$1.88M	0.12%	175
2024 Q1	$12.7M	Buy	364,114 +253,940	+230%	+$8.36M	0.14%	151
2023 Q4	$3.47M	Sell	110,174 -6,531	-6%	-$199K	0.04%	415
2023 Q3	$3.51M	Buy	116,705 +4,657	+4%	+$141K	0.05%	386
2023 Q2	$3.47M	Buy	112,048 +628	+0.6%	+$19K	0.05%	385
2023 Q1	$3.28M	Buy	111,420 +12,788	+13%	+$369K	0.05%	381
2022 Q4	$2.66M	Buy	98,632 +34,475	+54%	+$1.06M	0.04%	420
2022 Q3	$1.92M	Sell	64,157 -18,214	-22%	-$580K	0.03%	496
2022 Q2	$2.62M	Buy	82,371 +24,281	+42%	+$805K	0.05%	370
2022 Q1	$1.97M	Buy	+58,090	New	+$1.97M	0.03%	486