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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-61,961	Closed	-$2.25M	–	303
2025 Q1	$2.25M	Buy	+61,961	New	+$2.25M	0.22%	112
2024 Q3	–	Sell	-52,193	Closed	-$1.86M	–	300
2024 Q2	$1.86M	Buy	+52,193	New	+$1.86M	0.2%	127