LGWM
HEFA icon

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

Litman Gregory Wealth Management’s Portfolio HEFA Stock Details HEFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-17,170
Closed -$488K – 75
2017
Q2 		$488K Hold
17,170
– – 0.28% 20
2017
Q1 		$473K Buy
+17,170
New +$473K 0.29% 22