Client 1st Advisory Group’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
$485K Sell
12,767
-1,884
-13% -$71.5K 0.18% 68
2025
Q1
$532K Sell
14,651
-2,083
-12% -$75.6K 0.21% 62
2024
Q4
$582K Sell
16,734
-1,896
-10% -$65.9K 0.22% 55
2024
Q3
$660K Buy
18,630
+4,720
+34% +$167K 0.26% 45
2024
Q2
$495K Buy
+13,910
New +$495K 0.21% 59