KWA
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Kingswood Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kingswood Wealth Advisors’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
5,450
-1,155
-17% -$43.8K 0.02% 698
2025
Q1 		$240K Buy
6,605
+285
+5% +$10.3K 0.02% 621
2024
Q4 		$220K Buy
+6,320
New +$220K 0.02% 711