BCU Wealth Advisors’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
Q3
Sell
-8,508
Closed -$303K 53
2024
Q2
$303K Sell
8,508
-5,144
-38% -$183K 0.22% 39
2024
Q1
$476K Buy
+13,652
New +$476K 0.4% 31