Capital Advisory Group Advisory Services’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
2025
Q2
$300K Buy
7,893
+184
+2% +$6.99K 0.11% 141
2025
Q1
$280K Buy
7,709
+688
+10% +$25K 0.11% 141
2024
Q4
$244K Buy
+7,021
New +$244K 0.09% 155