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Maxwell Wealth Strategies’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Maxwell Wealth Strategies’s Portfolio HEFA Stock Details HEFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,688
Closed -$344K – 109
2024
Q2 		$344K Sell
9,688
-9,024
-48% -$321K 0.17% 87
2024
Q1 		$663K Buy
+18,712
New +$663K 0.34% 72