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

Lighthouse Wealth Management’s Portfolio HEFA Stock Details HEFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.7M Sell
333,250
-8,310
-2% -$315K 10.95% 3
2025
Q1 		$12.4M Buy
341,560
+6,336
+2% +$230K 11.36% 3
2024
Q4 		$11.6M Buy
+335,224
New +$11.6M 10.67% 3