EWM
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Endowment Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Endowment Wealth Management’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,690
Closed -$201K – 127
2021
Q4 		$201K Buy
+5,690
New +$201K 0.2% 114