Founders Financial Alliance’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
2026 Q1	$119K	Buy	2,794 +198	+8%	+$8.53K	0.02%	441
2025 Q4	$107K	Sell	2,596 -525	-17%	-$21.5K	0.02%	387
2025 Q3	$124K	Buy	3,121 +342	+12%	+$13.2K	0.02%	421
2025 Q2	$105K	Sell	2,779 -218	-7%	-$7.97K	0.02%	348
2025 Q1	$109K	Sell	2,997 -57	-2%	-$2.08K	0.03%	377
2024 Q4	$106K	Hold	3,054	–	–	0.03%	320
2024 Q3	$108K	Buy	3,054 +340	+13%	+$11.8K	0.03%	324
2024 Q2	$96.5K	Sell	2,714 -75	-3%	-$2.63K	0.03%	321
2024 Q1	$97.3K	Buy	2,789 +1,211	+77%	+$39.9K	0.03%	322
2023 Q4	$49.7K	Hold	1,578	–	–	0.02%	340
2023 Q3	$47.5K	Hold	1,578	–	–	0.02%	326
2023 Q2	$48.9K	Sell	1,578 -76	-5%	-$2.3K	0.02%	346
2023 Q1	$48.7K	Sell	1,654 -342	-17%	-$9.87K	0.02%	302
2022 Q4	$53.9K	Hold	1,996	–	–	0.02%	318
2022 Q3	$60K	Sell	1,996 -2,401	-55%	-$76.5K	0.03%	301
2022 Q2	$140K	Hold	4,397	–	–	0.07%	235
2022 Q1	$149K	Hold	4,397	–	–	0.07%	233
2021 Q4	$155K	Sell	4,397 -79	-2%	-$2.79K	0.06%	266
2021 Q3	$154K	Buy	4,476 +28	+0.6%	+$972	0.07%	244
2021 Q2	$154K	Hold	4,448	–	–	0.07%	260
2021 Q1	$149K	Sell	4,448 -106	-2%	-$3.38K	0.07%	242
2020 Q4	$139K	Hold	4,554	–	–	0.08%	220
2020 Q3	$127K	Buy	+4,554	New	+$126K	0.08%	217