Denver PWM’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
$15.3M Buy
404,319
+21,151
+6% +$803K 4.79% 10
2025
Q1
$13.9M Buy
383,168
+29,928
+8% +$1.09M 5% 10
2024
Q4
$12.3M Buy
+353,240
New +$12.3M 4.75% 10