Liberty Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34M	Sell	31,518 -23,086	-42%	-$995K	0.17%	82
2025 Q4	$2.26M	Sell	54,604 -1,923	-3%	-$78.8K	0.29%	64
2025 Q3	$2.24M	Sell	56,527 -535	-0.9%	-$20.6K	0.32%	62
2025 Q2	$2.17M	Buy	+57,062	New	+$2.09M	0.34%	57
2024 Q4	–	Sell	-92,980	Closed	-$3.29M	–	231
2024 Q3	$3.29M	Sell	92,980 -116,361	-56%	-$4.04M	0.56%	42
2024 Q2	$3.52M	Buy	209,341 +165,151	+374%	+$5.8M	0.65%	37
2024 Q1	$1.53M	Buy	+44,190	New	+$1.46M	0.3%	55
2021 Q2	–	Sell	-175	Closed	-$5K	–	1111
2021 Q1	$5K	Hold	175	–	–	﹤0.01%	696
2020 Q4	$5K	Hold	175	–	–	﹤0.01%	691
2020 Q3	$5K	Hold	175	–	–	﹤0.01%	620
2020 Q2	$5K	Hold	175	–	–	﹤0.01%	601
2020 Q1	$4K	Hold	175	–	–	﹤0.01%	618
2019 Q4	$5K	Hold	175	–	–	﹤0.01%	666
2019 Q3	$5K	Sell	175 -171	-49%	-$4.99K	﹤0.01%	631
2019 Q2	$10K	Buy	346 +171	+98%	+$5.02K	0.01%	523
2019 Q1	$5K	Hold	175	–	–	﹤0.01%	540
2018 Q4	$4K	Buy	+175	New	+$4.87K	﹤0.01%	586