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Demars Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Demars Financial Group’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 		$244K Hold
5,734
– – 0.08% 94
2025
Q4 		$237K Hold
5,734
– – 0.08% 84
2025
Q3 		$227K Sell
5,734
-245
-4% -$9.44K 0.08% 88
2025
Q2 		$227K Sell
5,979
-239,160
-98% -$8.74M 0.09% 80
2025
Q1 		$6.75M Buy
245,139
+10,403
+4% +$379K 0.19% 42
2024
Q4 		$6.75M Buy
234,736
+56,459
+32% +$1.99M 0.22% 41
2024
Q3 		$6.31M Buy
178,277
+9,018
+5% +$313K 2.88% 8
2024
Q2 		$6.02M Buy
169,259
+9,777
+6% +$343K 2.88% 8
2024
Q1 		$5.56M Buy
159,482
+7,448
+5% +$245K 2.74% 8
2023
Q4 		$4.79M Buy
+152,034
New +$4.63M 2.56% 8

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Morgan Stanley
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PCIG
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DWM
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