Congress Wealth Management’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	$1.74M	Buy	45,790 +6,214	+16%	+$236K	0.02%	582
2025 Q1	$1.44M	Buy	+39,576	New	+$1.44M	0.02%	556