Focus Financial Network’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
2025 Q3	–	Sell	-5,505	Closed	-$209K	–	751
2025 Q2	$209K	Sell	5,505 -26,955	-83%	-$985K	0.01%	676
2025 Q1	$1.18M	Buy	+32,460	New	+$1.18M	0.05%	263
2024 Q4	–	Sell	-14,516	Closed	-$514K	–	680
2024 Q3	$514K	Sell	14,516 -28,566	-66%	-$993K	0.02%	399
2024 Q2	$1.52M	Sell	43,082 -15,101	-26%	-$530K	0.07%	209
2024 Q1	$1.97M	Buy	58,183 +45,970	+376%	+$1.51M	0.1%	155
2023 Q4	$388K	Buy	+12,213	New	+$372K	0.01%	509
2021 Q1	–	Sell	-12,242	Closed	-$373K	–	447
2020 Q4	$373K	Sell	12,242 -903	-7%	-$26.3K	0.03%	309
2020 Q3	$362K	Sell	13,145 -3,448	-21%	-$95.6K	0.03%	306
2020 Q2	$458K	Sell	16,593 -20,369	-55%	-$533K	0.05%	255
2020 Q1	$895K	Buy	36,962 +6,309	+21%	+$180K	0.12%	151
2019 Q4	$935K	Buy	30,653 +20,245	+195%	+$618K	0.11%	161
2019 Q3	$312K	Buy	10,408 +7	+0.1%	+$204	0.04%	285
2019 Q2	$310K	Hold	10,401	–	–	0.05%	279
2019 Q1	$300K	Buy	+10,401	New	+$289K	0.05%	280