Icon Wealth Partners’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
2018
Q2
Sell
-97,016
Closed -$2.79M 831
2018
Q1
$2.79M Buy
97,016
+42,505
+78% +$1.22M 1.49% 12
2017
Q4
$1.62M Buy
+54,511
New +$1.62M 0.8% 20