Compass Ion Advisors’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
$325K Sell
2025
Q1
$418K Hold
2024
Q4
$401K Buy
2024
Q3
$357K Buy
2024
Q2
$294K Hold
2024
Q1
$294K Hold
2023
Q4
$265K Sell
2023
Q3
$674K Buy