EP Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

EP Wealth Advisors’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 Q2	$1.75M	Buy
2025 Q1	$485K	Sell
2024 Q4	$473K	Buy
2024 Q3	$101K	Sell
2024 Q2	$151K	Buy
2024 Q1	$137K	Hold
2023 Q4	$123K	Buy
2023 Q3	$112K	Buy
2022 Q3	–	Sell
2022 Q2	$102K	Sell
2022 Q1	$108K	Buy