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

M Wealth Management LLC’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$601K Hold
15,842
– – 0.55% 26
2025
Q1 		$575K Hold
15,842
– – 0.54% 26
2024
Q4 		$551K Buy
+15,842
New +$551K 0.5% 25