MPW
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MA Private Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.02M Sell
158,616
-12,921
-8% -$490K 1.08% 23
2025
Q1
$6.23M Buy
171,537
+34,522
+25% +$1.25M 1.17% 17
2024
Q4
$4.76M Buy
137,015
+7,684
+6% +$267K 0.89% 19
2024
Q3
$4.58M Buy
+129,331
New +$4.58M 0.86% 21