Horst & Graben Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
11,187
-73,673
-87% -$2.8M 0.07% 113
2025
Q1
$3.08M Buy
+84,860
New +$3.08M 0.55% 37
2024
Q3
Sell
-116,793
Closed -$4.15M 155
2024
Q2
$4.15M Sell
116,793
-37,290
-24% -$1.33M 0.79% 24
2024
Q1
$5.37M Buy
+154,083
New +$5.37M 1.09% 20