Cranbrook Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cranbrook Wealth Management’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$534K	Hold	12,572	–	–	0.11%	83
2025 Q4	$520K	Hold	12,572	–	–	0.1%	83
2025 Q3	$498K	Hold	12,572	–	–	0.1%	82
2025 Q2	$477K	Hold	12,572	–	–	0.1%	80
2025 Q1	$456K	Sell	12,572 -245	-2%	-$8.93K	0.11%	79
2024 Q4	$445K	Hold	12,817	–	–	0.1%	84
2024 Q3	$454K	Sell	12,817 -2,999	-19%	-$104K	0.1%	85
2024 Q2	$562K	Sell	15,816 -1,351	-8%	-$47.4K	0.14%	69
2024 Q1	$599K	Hold	17,167	–	–	0.15%	60
2023 Q4	$541K	Hold	17,167	–	–	0.14%	60
2023 Q3	$517K	Hold	17,167	–	–	0.15%	61
2023 Q2	$532K	Hold	17,167	–	–	0.15%	63
2023 Q1	$506K	Sell	17,167 -979	-5%	-$28.3K	0.14%	66
2022 Q4	$490K	Hold	18,146	–	–	0.13%	67
2022 Q3	$542K	Hold	18,146	–	–	0.14%	68
2022 Q2	$577K	Hold	18,146	–	–	0.14%	68
2022 Q1	$616K	Hold	18,146	–	–	0.13%	66
2021 Q4	$641K	Hold	18,146	–	–	0.14%	66
2021 Q3	$624K	Hold	18,146	–	–	0.14%	63
2021 Q2	$629K	Hold	18,146	–	–	0.14%	63
2021 Q1	$598K	Hold	18,146	–	–	0.14%	63
2020 Q4	$553K	Hold	18,146	–	–	0.14%	64
2020 Q3	$500K	Hold	18,146	–	–	0.14%	63
2020 Q2	$501K	Sell	18,146 -600	-3%	-$15.7K	0.15%	59
2020 Q1	$454K	Sell	18,746 -6,735	-26%	-$192K	0.15%	59
2019 Q4	$778K	Sell	25,481 -1,015	-4%	-$31K	0.21%	55
2019 Q3	$793K	Buy	26,496 +645	+2%	+$18.8K	0.23%	56
2019 Q2	$771K	Sell	25,851 -3,227	-11%	-$94.8K	0.22%	53
2019 Q1	$839K	Hold	29,078	–	–	0.26%	53
2018 Q4	$751K	Hold	29,078	–	–	0.26%	52
2018 Q3	$871K	Hold	29,078	–	–	0.31%	49
2018 Q2	$861K	Hold	29,078	–	–	0.33%	46
2018 Q1	$835K	Hold	29,078	–	–	0.33%	46
2017 Q4	$863K	Hold	29,078	–	–	0.34%	45
2017 Q3	$842K	Hold	29,078	–	–	0.35%	43
2017 Q2	$826K	Sell	29,078 -1,624	-5%	-$45.9K	0.36%	44
2017 Q1	$845K	Buy	30,702 +8,327	+37%	+$224K	0.4%	42
2016 Q4	$584K	Buy	+22,375	New	+$567K	0.29%	44