Cypress Wealth Services’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
Q3
Sell
2025
Q2
$233K Sell
2025
Q1
$2.45M Buy
2024
Q4
$499K Sell
2024
Q3
$1.27M Sell
2024
Q2
$2.39M Sell
2024
Q1
$2.93M Buy