JPL 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
$394K Sell
10,379
-1,847
-15% -$70.1K 0.11% 94
2025
Q1
$444K Buy
12,226
+116
+1% +$4.21K 0.13% 92
2024
Q4
$421K Buy
+12,110
New +$421K 0.12% 101
2024
Q2
$546K Buy
+15,355
New +$546K 0.27% 77