Keystone Financial Services (Colorado)’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
Sell
-77,082
Closed -$2.8M 119
2025
Q1
$2.8M Buy
+77,082
New +$2.8M 1.07% 19
2024
Q3
Sell
-77,086
Closed -$2.74M 99
2024
Q2
$2.74M Sell
77,086
-19,881
-21% -$707K 1.14% 15
2024
Q1
$3.38M Buy
+96,967
New +$3.38M 1.48% 13