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

Ehrlich 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
2025 Q3	$311K	Sell
2025 Q2	$312K	Sell
2025 Q1	$1.28M	Buy
2024 Q4	$213K	Sell
2024 Q3	$220K	Sell
2024 Q2	$1.35M	Buy
2024 Q1	$627K	Buy