Delta Wealth Advisors LLC’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
$4.61M Sell
2025
Q1
$4.41M Buy
2024
Q4
$4.19M Buy
2024
Q3
$3.81M Sell
2024
Q2
$3.86M Buy
2024
Q1
$3.52M Buy