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Legacy Wealth Planning’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Legacy Wealth Planning’s Portfolio HEFA Stock Details HEFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,029
Closed -$267K – 82
2020
Q1 		$267K Sell
11,029
-2,328
-17% -$56.4K 0.43% 50
2019
Q4 		$408K Buy
+13,357
New +$408K 0.46% 41