Maltin 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	$346K	Sell	8,147 -34,558	-81%	-$1.49M	0.13%	95
2025 Q4	$1.77M	Buy	42,705 +2,463	+6%	+$101K	0.7%	45
2025 Q3	$1.59M	Buy	40,242 +2,183	+6%	+$84.1K	0.66%	45
2025 Q2	$1.44M	Buy	38,059 +1,606	+4%	+$58.7K	0.65%	44
2025 Q1	$1.32M	Sell	36,453 -58	-0.2%	-$2.11K	0.62%	45
2024 Q4	$1.27M	Buy	36,511 +442	+1%	+$15.6K	0.62%	48
2024 Q3	$1.28M	Buy	36,069 +97	+0.3%	+$3.37K	0.62%	49
2024 Q2	$1.28M	Buy	35,972 +761	+2%	+$26.7K	0.69%	46
2024 Q1	$1.23M	Buy	35,211 +4,599	+15%	+$151K	0.69%	47
2023 Q4	$965K	Buy	30,612 +81	+0.3%	+$2.47K	0.61%	55
2023 Q3	$919K	Buy	30,531 +619	+2%	+$18.7K	0.64%	55
2023 Q2	$927K	Buy	29,912 +1,193	+4%	+$36.1K	0.66%	50
2023 Q1	$846K	Buy	28,719 +414	+1%	+$12K	0.61%	53
2022 Q4	$764K	Buy	28,305 +4,417	+18%	+$135K	0.56%	53
2022 Q3	$714K	Buy	23,888 +852	+4%	+$27.2K	0.56%	62
2022 Q2	$733K	Sell	23,036 -24,135	-51%	-$800K	0.53%	63
2022 Q1	$1.6M	Buy	47,171 +543	+1%	+$18.5K	1.06%	32
2021 Q4	$1.65M	Buy	46,628 +940	+2%	+$33.2K	0.99%	35
2021 Q3	$1.57M	Buy	45,688 +632	+1%	+$21.9K	0.96%	32
2021 Q2	$1.56M	Sell	45,056 -253	-0.6%	-$8.59K	0.95%	33
2021 Q1	$1.49M	Sell	45,309 -2,342	-5%	-$74.7K	0.97%	32
2020 Q4	$1.45M	Sell	47,651 -6,136	-11%	-$179K	1.02%	32
2020 Q3	$1.48M	Sell	53,787 -4,145	-7%	-$115K	1.05%	31
2020 Q2	$1.6M	Buy	57,932 +1,972	+4%	+$51.6K	1.21%	28
2020 Q1	$1.35M	Sell	55,960 -36,934	-40%	-$1.05M	1.15%	28
2019 Q4	$2.83M	Buy	+92,894	New	+$2.83M	1.83%	18