Elmwood Wealth Management’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
2022 Q1	–	Sell	-53	Closed	-$2K	–	195
2021 Q4	$2K	Buy	+53	New	+$1.87K	﹤0.01%	345
2021 Q2	$2K	Hold	53	–	–	﹤0.01%	306
2021 Q1	$2K	Buy	+53	New	+$1.69K	﹤0.01%	297
2020 Q3	$1K	Hold	53	–	–	﹤0.01%	249
2020 Q2	$1K	Sell	53 -50,702	-100%	-$1.33M	﹤0.01%	249
2020 Q1	$1.46M	Buy	+50,755	New	+$1.44M	1.39%	19
2019 Q4	–	Sell	-348	Closed	-$10K	–	153
2019 Q3	$10K	Hold	348	–	–	0.01%	180
2019 Q2	$10K	Buy	348 +309	+792%	+$9.08K	0.01%	195
2019 Q1	$1K	Sell	39 -841	-96%	-$23.4K	﹤0.01%	272
2018 Q4	$23K	Sell	880 -1,033	-54%	-$28.7K	0.02%	149
2018 Q3	$57.3K	Sell	1,913 -23,217	-92%	-$685K	0.05%	132
2018 Q2	$744K	Sell	25,130 -25,625	-50%	-$764K	0.68%	53
2018 Q1	$1.46M	Buy	+50,755	New	+$1.49M	1.39%	19