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Leo Wealth LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Leo Wealth LLC’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$351K Hold
8,271
– – 0.03% 323
2025
Q4 		$342K Hold
8,271
– – 0.02% 326
2025
Q3 		$328K Hold
8,271
– – 0.04% 222
2025
Q2 		$314K Hold
8,271
– – 0.02% 302
2025
Q1 		$300K Hold
8,271
– – 0.04% 223
2024
Q4 		$287K Hold
8,271
– – 0.03% 296
2024
Q3 		$293K Hold
8,271
– – 0.03% 283
2024
Q2 		$294K Hold
8,271
– – 0.03% 273
2024
Q1 		$288K Hold
8,271
– – 0.03% 271
2023
Q4 		$261K Buy
+8,271
New +$252K 0.03% 275

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Ameriprise
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JP Morgan Chase
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Morgan Stanley
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PCIG
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LPL Financial
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DWM
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return